2023 COCPA CPE Mountain Retreat

Alicia first joined the COCPA as a student member while attending the University of Denver. After years of volunteering at the Society, she stepped into the role of Chief Financial Officer and Executive Director of the COCPA Educational Foundation for five years. Alicia now serves as the Society's third President and CEO, where she daily demonstrates her passion for the accounting profession and leads the organization as it carries out the COCPA mission to help people thrive personally and professionally through service and connection.

Alicia’s professional background includes stints in public accounting, adjunct teaching, consulting, and coaching. This Midwest native enjoys spending time camping, boating, and traveling with her husband and their dog, Ally.

Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.

Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area. 

Jim is the author of Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.

Jim is a twelve-time recipient of the AICPA’s Outstanding Discussion Leader Award.

Also, Jim is a member of the Irish rock/folk music group “Deep Pool” and is unwilling to admit that he may have played his last rugby match.

Per Bruce on 6/12/2019:

Bruce M. Nelson, MA, is a CPA with more than 35 years’ experience in federal and state and local tax (SALT). Currently the editor-in-chief of the Journal of State Taxation, Bruce previously spent ten years as director of the SALT group at EKS&H, LLLP, three years with a law firm specializing in tax audit defense and litigation, and several years as a senior tax manager for Ernst & Young. Bruce earned a Bachelor of Arts degree from the University of Nebraska-Lincoln and a Master’s degree from Colorado State University.He is a frequent seminar speaker and teaches continuing education classes in tax for the Colorado Society of CPAs and the American Institute of CPAs. Bruce has published more than fifty tax articles in many publications including the Journal of Accountancy, Tax Executive, Journal of State Taxation, the Journal of Multistate Taxation, State Tax Notes,and Colorado Lawyer. He is the author of The Adviser’s Guide to Multistate Income Taxation and co-author of the Sales and Use Tax Answer Book.  

-Bruce

Per Ashlee on 6/12/2019:

Bruce has more than 30 years of accounting experience in state and local tax. He has experience working with multistate public and privately owned businesses and leading the State and Local Tax (SALT) practice before leaving EKS&H. Prior to joining EKS&H, Bruce spent three years with a law firm specializing in state tax audit defense and litigation; two years as the Manager of Tax Policy at the State of Colorado; and before that, he was a Senior Tax Manager for several years in a “Big Four” accounting firm. Bruce has published more than forty tax articles in many publications and authored the Sales and Use Tax Answer Book.

Per Bruce on 6/12/2019:

Bruce M. Nelson, MA, is a CPA with more than 35 years’ experience in federal and state and local tax (SALT). Currently the editor-in-chief of the Journal of State Taxation, Bruce previously spent ten years as director of the SALT group at EKS&H, LLLP, three years with a law firm specializing in tax audit defense and litigation, and several years as a senior tax manager for Ernst & Young. Bruce earned a Bachelor of Arts degree from the University of Nebraska-Lincoln and a Master’s degree from Colorado State University.He is a frequent seminar speaker and teaches continuing education classes in tax for the Colorado Society of CPAs and the American Institute of CPAs. Bruce has published more than fifty tax articles in many publications including the Journal of Accountancy, Tax Executive, Journal of State Taxation, the Journal of Multistate Taxation, State Tax Notes,and Colorado Lawyer. He is the author of The Adviser’s Guide to Multistate Income Taxation and co-author of the Sales and Use Tax Answer Book.  

-Bruce

Per Ashlee on 6/12/2019:

Bruce has more than 30 years of accounting experience in state and local tax. He has experience working with multistate public and privately owned businesses and leading the State and Local Tax (SALT) practice before leaving EKS&H. Prior to joining EKS&H, Bruce spent three years with a law firm specializing in state tax audit defense and litigation; two years as the Manager of Tax Policy at the State of Colorado; and before that, he was a Senior Tax Manager for several years in a “Big Four” accounting firm. Bruce has published more than forty tax articles in many publications and authored the Sales and Use Tax Answer Book.

Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.

Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area. 

Jim is the author of Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.

Jim is a twelve-time recipient of the AICPA’s Outstanding Discussion Leader Award.

Also, Jim is a member of the Irish rock/folk music group “Deep Pool” and is unwilling to admit that he may have played his last rugby match.

Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.

Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area. 

Jim is the author of Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.

Jim is a twelve-time recipient of the AICPA’s Outstanding Discussion Leader Award.

Also, Jim is a member of the Irish rock/folk music group “Deep Pool” and is unwilling to admit that he may have played his last rugby match.

Robbie is the Founder and President of Glantz & Associates, a 25+year old company offering Ethics Based Services in Organizational Development.  She is a consultant, trainer, facilitator, educator and change agent.

Robbie’s competencies and personal effectiveness are reflected in client comments such as:

“Robbie quickly understands the crux of a problem in a fraction of the time. Robbie guides individuals clearly through the maze of interpersonal complexities and dignifies conflict with positive outcomes.  Her wisdom is off the scale.  Robbie’s competencies coupled with her warmth, humor and sincerity inspires trust.”

Robbie has a reputable client listing including private, public, non-profit and governmental agencies.  She also served as guest staff for the then prestigious Mountain States Employers Council now known as Employers Council for over 10 years.

Additionally Robbie provides high quality and highly rated programs which qualify for CPE’s in behavioral ethics through the Colorado Society of CPA’s and CPA Crossings  as well as Continuing Legal Education through the Supreme Court.  Robbie loves what she does and is grateful to be part of organizational successes.

Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.

Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area. 

Jim is the author of Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.

Jim is a twelve-time recipient of the AICPA’s Outstanding Discussion Leader Award.

Also, Jim is a member of the Irish rock/folk music group “Deep Pool” and is unwilling to admit that he may have played his last rugby match.

Keely Gohl CPA, CGMA

Keely Gohl obtained her Bachelor’s and Master’s Degrees in Accountancy from the University of Denver. The first 14 years of her career were with KPMG – 11 years in the Audit practice, 3 years in the National Industry Learning & Development office. Keely decided to use her experience to give back to organizations who had helped her along the way. She served the University of Denver (in the Arts, Humanities and Social Sciences divisions) as the Director of Budget and Planning from 2012 to 2016.

She then served the Denver Dumb Friends League as Controller from 2016 to 2018. She went on to serve as the Director of Finance & Administration for a local church that also ran a pre-K through 8 th school. Her service in not-for-profits helped her to realize that many organizations need the expertise of a CPA but do not always have the resources they need to employ one full-time. This led her to form her own consulting business, Favor Financial LLC, to help organizations with that expertise. She launched this is May 2019. This has also allowed her time to re-engage in executive education – which she loves!

She is currently developing and instructing executive education courses for the Colorado Society of CPAs, CPA Crossings LLC, the University of Denver Daniel’s College of Business, and other private clients.

Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.

Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area. 

Jim is the author of Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.

Jim is a twelve-time recipient of the AICPA’s Outstanding Discussion Leader Award.

Also, Jim is a member of the Irish rock/folk music group “Deep Pool” and is unwilling to admit that he may have played his last rugby match.

Per Bruce on 6/12/2019:

Bruce M. Nelson, MA, is a CPA with more than 35 years’ experience in federal and state and local tax (SALT). Currently the editor-in-chief of the Journal of State Taxation, Bruce previously spent ten years as director of the SALT group at EKS&H, LLLP, three years with a law firm specializing in tax audit defense and litigation, and several years as a senior tax manager for Ernst & Young. Bruce earned a Bachelor of Arts degree from the University of Nebraska-Lincoln and a Master’s degree from Colorado State University.He is a frequent seminar speaker and teaches continuing education classes in tax for the Colorado Society of CPAs and the American Institute of CPAs. Bruce has published more than fifty tax articles in many publications including the Journal of Accountancy, Tax Executive, Journal of State Taxation, the Journal of Multistate Taxation, State Tax Notes,and Colorado Lawyer. He is the author of The Adviser’s Guide to Multistate Income Taxation and co-author of the Sales and Use Tax Answer Book.  

-Bruce

Per Ashlee on 6/12/2019:

Bruce has more than 30 years of accounting experience in state and local tax. He has experience working with multistate public and privately owned businesses and leading the State and Local Tax (SALT) practice before leaving EKS&H. Prior to joining EKS&H, Bruce spent three years with a law firm specializing in state tax audit defense and litigation; two years as the Manager of Tax Policy at the State of Colorado; and before that, he was a Senior Tax Manager for several years in a “Big Four” accounting firm. Bruce has published more than forty tax articles in many publications and authored the Sales and Use Tax Answer Book.

Keely Gohl CPA, CGMA

Keely Gohl obtained her Bachelor’s and Master’s Degrees in Accountancy from the University of Denver. The first 14 years of her career were with KPMG – 11 years in the Audit practice, 3 years in the National Industry Learning & Development office. Keely decided to use her experience to give back to organizations who had helped her along the way. She served the University of Denver (in the Arts, Humanities and Social Sciences divisions) as the Director of Budget and Planning from 2012 to 2016.

She then served the Denver Dumb Friends League as Controller from 2016 to 2018. She went on to serve as the Director of Finance & Administration for a local church that also ran a pre-K through 8 th school. Her service in not-for-profits helped her to realize that many organizations need the expertise of a CPA but do not always have the resources they need to employ one full-time. This led her to form her own consulting business, Favor Financial LLC, to help organizations with that expertise. She launched this is May 2019. This has also allowed her time to re-engage in executive education – which she loves!

She is currently developing and instructing executive education courses for the Colorado Society of CPAs, CPA Crossings LLC, the University of Denver Daniel’s College of Business, and other private clients.

Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.

Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area. 

Jim is the author of Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.

Jim is a twelve-time recipient of the AICPA’s Outstanding Discussion Leader Award.

Also, Jim is a member of the Irish rock/folk music group “Deep Pool” and is unwilling to admit that he may have played his last rugby match.

Per Bruce on 6/12/2019:

Bruce M. Nelson, MA, is a CPA with more than 35 years’ experience in federal and state and local tax (SALT). Currently the editor-in-chief of the Journal of State Taxation, Bruce previously spent ten years as director of the SALT group at EKS&H, LLLP, three years with a law firm specializing in tax audit defense and litigation, and several years as a senior tax manager for Ernst & Young. Bruce earned a Bachelor of Arts degree from the University of Nebraska-Lincoln and a Master’s degree from Colorado State University.He is a frequent seminar speaker and teaches continuing education classes in tax for the Colorado Society of CPAs and the American Institute of CPAs. Bruce has published more than fifty tax articles in many publications including the Journal of Accountancy, Tax Executive, Journal of State Taxation, the Journal of Multistate Taxation, State Tax Notes,and Colorado Lawyer. He is the author of The Adviser’s Guide to Multistate Income Taxation and co-author of the Sales and Use Tax Answer Book.  

-Bruce

Per Ashlee on 6/12/2019:

Bruce has more than 30 years of accounting experience in state and local tax. He has experience working with multistate public and privately owned businesses and leading the State and Local Tax (SALT) practice before leaving EKS&H. Prior to joining EKS&H, Bruce spent three years with a law firm specializing in state tax audit defense and litigation; two years as the Manager of Tax Policy at the State of Colorado; and before that, he was a Senior Tax Manager for several years in a “Big Four” accounting firm. Bruce has published more than forty tax articles in many publications and authored the Sales and Use Tax Answer Book.