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Instructor
Shlok Basnet, CPA is a Senior Audit Manager at CBIZ MHM, LLC in Denver CO. He is a seasoned professional with over 11 years of experience in assurance and consulting, particularly focused on privately-held and private equity backed businesses. Specializing in software, technology, and emerging growth companies, he excels in complex accounting areas such as revenue recognition, stock-based compensation, and ASC 842 lease accounting. Shlok holds a Bachelors and Masters of Science in Accounting from the University of Colorado-Denver and is a Certified Public Accountant in Colorado, driven by a passion for understanding and meeting the needs of his clients.
Instructor
Piyali Chatterjee, CPA, MBA is an experienced CPA specializing in external audit across diverse industries including alternative investments, not-for-profits, and consumer goods. A former audit director at Richey May & Co., she is now contracted with Ernst & Young LLP’s Financial Services assurance team. Recognized for technical accounting expertise and leadership in team development. Additionally, contributed to industry thought leadership through co-authoring white papers and conducting employee training sessions on topics including cryptocurrency audit and professional development. She holds a CPA license in Colorado, with academic honors including Summa Cum Laude from Colorado State University – Global Campus and a Master of Business Administration from Business School Lausanne, Switzerland.
Instructor
Rosey Flaherty, a distinguished CPA, is an ardent advocate for leadership and education in accounting. She has played pivotal roles in organizations like CalCPA, serving on the OC/LB Chapter Board of Directors and mentoring as the past OC/LB Young Emerging Professionals Chair. Rosey's leadership journey includes prestigious programs like the AICPA Leadership Academy and the CalCPA Leadership Institute, where she gained invaluable skills and networks. Recognized with numerous awards including the 2023 AICPA Outstanding Young CPA, 2023 Eide Bailly Rising Star and the 2023 40 Under 40 CPAs, she actively fosters the next generation of CPAs through platforms like YouTube and her podcast "CPA Career Paths."
Instructor
Avi Kohen, CPA is a Senior Tax Associate at CBIZ MHM, LLC in Denver, CO, with nearly 9 years of experience assisting diverse businesses, from multinational corporations to local entities. Passionate about teaching and aiding startups, Avi specializes in partnership taxation and navigating complex tax structures. His technical expertise spans foreign tax compliance, flow-through entity tax, individual and corporate taxation, as well as entity structuring. Avi holds a Bachelor of Science in Accounting from Metropolitan State University of Denver and is a Certified Public Accountant in Colorado.
Instructor
Shayan Zolghadr, CPA, CISA has over 8 years of experience in financial statement audits and reviews across diverse industries such as manufacturing, health and wellness, and services. He is now at CBIZ MHM, LLC in Denver, CO, and brings expertise in both public and governmental auditing standards. Shayan’s tenure at KPMG had him leading significant projects, including managing the distribution of over $655 million in federal funds for Florida disaster recovery and spearheading the development of AI-based solutions for document analysis. He has consistently demonstrated excellence in executive consulting, organizational development, strategic planning, and system implementation throughout his career at firms like KPMG, LLP, and BDO USA, LLP.
Celebrate Asian American and Pacific Islander Heritage Month with us on April 25th as we host a thought-provoking panel discussion. Join us for an hour of inspiring stories, shared by our esteemed panelists who come from diverse backgrounds and career paths within the accounting profession. Together, we'll explore their journeys, highlighting the challenges they've overcome, the victories they've achieved, and the valuable lessons they've learned along the way. Don't miss out on this opportunity to be uplifted by tales of resilience, success, and self-discovery. Reserve your spot now!
Shlok Basnet, CPA is a Senior Audit Manager at CBIZ MHM, LLC in Denver CO. He is a seasoned professional with over 11 years of experience in assurance and consulting, particularly focused on privately-held and private equity backed businesses. Specializing in software, technology, and emerging growth companies, he excels in complex accounting areas such as revenue recognition, stock-based compensation, and ASC 842 lease accounting. Shlok holds a Bachelors and Masters of Science in Accounting from the University of Colorado-Denver and is a Certified Public Accountant in Colorado, driven by a passion for understanding and meeting the needs of his clients.
Piyali Chatterjee, CPA, MBA is an experienced CPA specializing in external audit across diverse industries including alternative investments, not-for-profits, and consumer goods. A former audit director at Richey May & Co., she is now contracted with Ernst & Young LLP’s Financial Services assurance team. Recognized for technical accounting expertise and leadership in team development. Additionally, contributed to industry thought leadership through co-authoring white papers and conducting employee training sessions on topics including cryptocurrency audit and professional development. She holds a CPA license in Colorado, with academic honors including Summa Cum Laude from Colorado State University – Global Campus and a Master of Business Administration from Business School Lausanne, Switzerland.
Rosey Flaherty, CPA, a distinguished CPA, is an ardent advocate for leadership and education in accounting. She has played pivotal roles in organizations like CalCPA, serving on the OC/LB Chapter Board of Directors and mentoring as the past OC/LB Young Emerging Professionals Chair. Rosey's leadership journey includes prestigious programs like the AICPA Leadership Academy and the CalCPA Leadership Institute, where she gained invaluable skills and networks. Recognized with numerous awards including the 2023 AICPA Outstanding Young CPA, 2023 Eide Bailly Rising Star and the 2023 40 Under 40 CPAs, she actively fosters the next generation of CPAs through platforms like YouTube and her podcast "CPA Career Paths."
Avi Kohen, CPA is a Senior Tax Associate at CBIZ MHM, LLC in Denver, CO, with nearly 9 years of experience assisting diverse businesses, from multinational corporations to local entities. Passionate about teaching and aiding startups, Avi specializes in partnership taxation and navigating complex tax structures. His technical expertise spans foreign tax compliance, flow-through entity tax, individual and corporate taxation, as well as entity structuring. Avi holds a Bachelor of Science in Accounting from Metropolitan State University of Denver and is a Certified Public Accountant in Colorado.
Shayan Zolghadr, CPA, CISA has over 8 years of experience in financial statement audits and reviews across diverse industries such as manufacturing, health and wellness, and services. He is now at CBIZ MHM, LLC in Denver, CO, and brings expertise in both public and governmental auditing standards. Shayan’s tenure at KPMG had him leading significant projects, including managing the distribution of over $655 million in federal funds for Florida disaster recovery and spearheading the development of AI-based solutions for document analysis. He has consistently demonstrated excellence in executive consulting, organizational development, strategic planning, and system implementation throughout his career at firms like KPMG, LLP, and BDO USA, LLP.
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Save the Date for our next DE&I sessions:
May 23, 2024: For ME Series: Mental Health to Mental Wealth, Mindful Mini Meditations
June 20, 2024: See Me Series: Celebrates Pride Month
July 18, 2024: For ME Series: Mental Health to Mental Wealth, Mindful Mini Meditations
Sept 26, 2024: For ME Series: Mental Health to Mental Wealth, Mindful Mini Meditations
Oct 10, 2024: See Me Series: Celebrates Hispanic Heritage Month
Nov 7, 2024: See Me Series: TBD
Dec 19, 2024: See Me Series: TBD
NOTE: This program does not offer CPE.
Member: Complimentary
Nonmember: $10
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