2024 COCPA Business and Industry Conference

David Rodziewicz is a senior economics specialist at the Denver Branch of the Federal Reserve Bank of Kansas City. His research focuses on energy economics, natural resource economics, climate change, and regional economics. His outreach efforts focus on the Rocky Mountain West region (Colorado, Wyoming, and northern New Mexico). Rodziewicz is also responsible for briefing the Kansas City Fed’s president – a member of the Federal Open Market Committee – on regional economic conditions as well as energy related issues.

Prior to joining the Economic Research Department at the Bank in 2017, Rodziewicz was as an officer in the National Oceanic and Atmospheric Administration’s Commissioned Officer Corps, where he served as a deck watch officer in Alaska and database manager in Boulder. Earlier in his career, he worked in the financial services industry as a stock analyst, covering real estate investment trusts (REITs). Rodziewicz holds a master’s degree in Mineral and Energy Economics from Colorado School of Mines and a bachelor’s degree in Finance and Economics from University of Illinois.

Adrian Dalmy is a Treasury Management Consultant for U.S. Bank Global Treasury Management. He works with all the Colorado and New Mexico Commercial Banking clients as well as all ski resorts and professional sports teams nationally. He works with his clients to identify the appropriate solutions to help manage cash and improve efficiencies. It is Adrian's responsibility to also keep them informed of new or emerging technologies, bring thought leadership and best practices which may impact the way they do business. Adrian has been with U.S. Bank for almost 10 years but has been in the Treasury/Banking industry for 20+ years.

Chris Fohr is a manager and sales representative within U.S. Bank’s Money Center Team. He has been with U.S. Bank since 2003, spending a majority of those years working with fixed income investments for institutional clients. His primary areas of expertise are in the self-directed, conservative, short-term investing space. Chris lives in the southern suburbs of Denver, CO with his wife and six kids.

Jeff McBride is a seasoned professional with over 25 years of experience in the field of commercial banking. Born and raised in Illinois, he became the first in his family to attend college and graduated with a degree in Finance from Illinois State University.

Jeff's entrepreneurial spirit led him to start a residential painting company right out of college, showcasing his versatility and determination. This early venture provided valuable insights into the world of business, setting the stage for his successful career in finance.

Throughout his extensive tenure in commercial banking, Jeff has developed a reputation for strategic thinking and financial acumen. His commitment to excellence and client satisfaction has earned him respect in the industry.

Beyond his professional pursuits, Jeff is passionate about travel, an interest that has not only broadened his horizons but also enriched his perspective on global finance. His journeys have taken him to diverse corners of the world, providing unique experiences that have influenced his approach to business.

As a first-generation college graduate, Jeff understands the importance of education and strives to give back. He finds joy in mentoring others, particularly in the realms of personal development and professional growth. Jeff believes in the power of continuous learning and is dedicated to helping others navigate their own paths to success.

In addition to his financial expertise, Jeff McBride is a multifaceted individual with rich experiences that have shaped his journey. His story is not just one of professional achievements but also a testament to the importance of resilience, curiosity, and giving back to the community.

As a senior manager within the Analytics Center of Excellence,  part of Plante Moran’s technology practice,  I help  clients solve their complex problems by working with my team to offer creative, outside the box solutions. I support clients across many industries, including public sector, state and local government, healthcare, and manufacturing.  

I provide a steady hand with my clients, leveraging my expertise to manage teams to successful project outcomes. I also help support Plante Moran’s Artificial Intelligence initiatives as technology continues to evolve.  

I received my BA in Communication from Colorado State University and hold CSM and CSPO certifications. 

I’m passionate about working with the Denver Animal Shelter and the Mid-America Boston Terrier Rescue, fostering and transporting stray or abandoned animals and helping them find new homes. And I spend the remainder of my free time with my wife and two dogs, play rec-league hockey, cycling, and running.

As a cybersecurity leader within the Rocky Mountain region, I advise clients on cybersecurity compliance initiatives to help them manage risk. This includes facilitating risk assessments, providing internal control and best practice recommendations, and performing independent third-party assessments. With more than 20 years of experience, I’ve served clients with service organization control (SOC) examinations; payment card industry (PCI) assessments; Sarbanes-Oxley (SOX) 404 internal and external IT audits; IT security assessments; ISO 27001 gap assessments and certification; privacy assessments; Microsoft Data Protection Requirements (DPR) assessments; and security audits. I’ve worked with clients in almost every industry including oil and gas, financial services, technology companies, and hospitality. I’m currently the industry technical leader for the SOC practice, where I oversee the quality control process over the reports issued throughout each year. 

My clients appreciate that I keep their best interests in mind. For example, I advise them not to jump into new controls and compliance initiatives until they’re ready to fully implement and comply with them. I also brainstorm with them on what makes the most sense for their organization based on their industry risks, corporate culture, and risk tolerance

My greatest source of pride with our firm was establishing and growing our practice in the Rocky Mountain region. When identifying and understanding business opportunities, I’m genuine in all my interactions, and I consult with my clients to ensure moving forward is in their best interest. Even in an area that may not be my expertise, my clients reach out to me because they know I can direct them to someone who will know the answer.

I’ve been very involved with the AICPA for many years and am often asked to assist in AICPA-related initiatives. Most recently, I was appointed to the AICPA’s Assurance Services Executive Committee (ASEC), a senior executive committee whose mission is to serve the public interest by continuously anticipating, assessing, and addressing evolving market needs and demand for assurance and advisory solutions. I’ve also assisted with both the CITP exam as well as the SOC certificate program, supported the Privacy Task Force, was on the AICPA SOC 2 Working Group, chaired the Information Technology Management Assurance Executive Committee, co-chaired the Third-Party Risk Management Conference, and served on the ENGAGE Conference Planning Committee. 

In addition to working with the AICPA, I belong to ISACA, the International Association of Privacy Professionals, the International Information System Security Certification Consortium, the Denver chapter of the Information Systems Security Association, the Association for Corporate Growth, and the Colorado Technology Association. In 2024, Forbes magazine recognized me as one of America’s Top 200 CPAs. I received my B.B.A. in accounting and computer applications from the University of Notre Dame. 

I spend time outside of work with my husband and two boys. We enjoy camping, hiking, skiing (I snowboard), venturing into the mountains, and traveling the world on vacations. I also enjoy tennis, working out, reading, and anything wellness related.

Patrick is a knowledgeable professional in the field of security compliance and IT audit. He has worked with Plante Moran for 6 years in the Cybersecurity practice helping clients with their security needs including SOC and ISO 27001 compliance. Patrick holds a master’s in accounting from the University of Kansas and is a licensed Colorado State CPA and CISA. 

In her early professional career, Lacey Donley worked in the Denver area as an audit associate with EKS&H (now Plante Moran). Lacey also gained international experience in her post within Deloitte’s Global Reporting Center, where she converted financial statements from US GAAP to various European GAAPs to meet the local reporting requirements of her multinational clients. Additionally, Lacey obtained hands-on industry knowledge from her time in Corporate Controlling and Consolidation for a Belgian-based building supplies manufacturer. More recently, Lacey has turned her sights to academia. She earned her PhD from Louisiana State University and presently works as an Assistant Professor at Fort Lewis College in Durango, Colorado. She teaches courses on financial reporting, intermediate accounting, and advanced audit. Her research focuses on measuring audit quality, and she will forever be intrigued by Benford’s Law. Occasionally, she is invited to public speaking engagements aimed at informing the community about cryptocurrency. Lastly, Lacey is on the editorial board of the Journal of Forensic and Investigative Accounting and periodically writes guest columns on financial matters for The Durango Herald. 

Alyssa Malpede is a seasoned Branch Director and Senior Staffing Professional based in the Denver metro area. With a decade of experience in the staffing industry, Alyssa has developed a deep expertise in supporting a diverse range of sectors, including accounting and finance, administrative roles, customer support, and human resources.

Throughout her career, Alyssa has successfully overseen staffing operations across three or more offices, demonstrating her capability to manage and enhance recruitment processes on a broad scale. Her strategic insight and leadership have been instrumental in matching top talent with the right opportunities, driving success for both clients and candidates.

Known for her dedication to excellence and her strong understanding of market dynamics, Alyssa is a respected figure in her field. Her commitment to fostering professional growth and her ability to adapt to the evolving needs of the industry have made her a valuable asset in the Denver staffing landscape.

Hello! My name is Taylor and I am the Audit and Tax Campus Recruiter for the Denver office. I recruit from CU Boulder, CSU, DU, Metro State, and CU Denver. I grew up in Colorado and graduated from CU Boulder in 2019. I also received my MBA from the University of Northern Colorado in 2022! I have been in university recruiting ever since and love to interact with students and my peers in the office.

Manda is a Shareholder and Attest Practice Lead in the CBIZ & MHM Colorado. She has over 20 years of public accounting experience working in a wide variety of sectors, including publicly traded companies, large privately held companies that are investor-backed (70% private equity backed) and family owned, retail and healthcare related companies, SAAS companies, manufacturers, natural resources, nonprofit (including uniform guidance), and defined contribution plans. She has experience with initial public offerings, secondary offerings, and other required filings. Manda has experience consulting in internal controls (including SOX) and technical areas such as business combinations, lease accounting, revenue recognition, complex debt arrangements and SEC filings requirements.

Austin is a CPA and Tax Senior Manager in the CBIZ & MHM Colorado office with over a decade of experience in taxation. He specializes in tax compliance and planning, overseeing client tax services, organization of engagements, and supervision of staff. His experience spans various industries, with a focus on construction, real estate, professional services, and private equity.

Austin is a CPA and Tax Senior Manager in the CBIZ & MHM Colorado office with over a decade of experience in taxation. He specializes in tax compliance and planning, overseeing client tax services, organization of engagements, and supervision of staff. His experience spans various industries, with a focus on construction, real estate, professional services, and private equity.

Abigail (Abby) Hoeh is the founder of Life Work Balance, LLC, an organization committed to guiding individuals and organizations towards achieving and supporting life work balance. She has over a decade of experience providing organizational development and consultation services to private and public sector entities.

Abby offers personalized coaching and consultation on self-awareness and growth topics such as emotional intelligence, burnout prevention, effective communication, and conflict resolution. She has a global impact through her YouTube channel, where she shares invaluable tips with over 60,000 subscribers worldwide.

Abby holds bachelor's degrees in psychology and integrative physiology from the University of Colorado, and a master's degree in clinical mental health counseling with a specialization in career counseling from Regis University. She is a Board Certified Coach (BCC) and a certified practitioner of the Emotional Quotient Inventory (EQ-i 2.0) and Enneagram.

Taking life work balance to heart, Abby prioritizes time with her loved ones and furry companions. She enjoys spending time in the great outdoors of Colorado, hosting weekly game night, and solving the daily New York Times puzzles.

Website: https://lwbalance.com

YouTube: https://www.youtube.com/c/LifeWorkBalance