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COCPA MEMBERSHIP
The Colorado Society of CPAs helps to bridge the gap between the work you're doing to propel your business and the advancement of the profession.
Help your firm make an impact in our local Colorado professional community by promoting service and connection through a membership at the Colorado Society of CPAs.
Your membership can help you accelerate your career through roles as
a panelist, speaker, committee member, volunteer leader, mentor, or
content curator.
Attend featured events and utilize Connect, our online forum for members.
Help shape legislation and regulations for a stronger profession and career.
Get involved with community service, committees, or mentoring.
Participate in specific programs, interest groups, and access exclusive resources.
Make an impact in our professional community by promoting service and connection through a membership at COCPA.
Download and share your firm's personalized benefits brochure below.
Here’s what we would love for you to share out to your employees this month. View the messaging below and customize
for your internal communications.
DECEMBER 2024
This is a fantastic opportunity for members of an accounting firm to develop presentation skills, expand their network, and potentially attract new business by sharing their expertise in a conference setting. The COCPA anticipates 200+ attendees for this in-person event.
Session Topics We’re Looking For:
We’re seeking speakers to address a wide range of accounting and finance topics, including but not limited to:
Don’t miss this opportunity to develop your staff, grow your firm’s influence, and help shape the future of the profession. Submit your application by January 15, 2025, and take the stage to make a lasting impact.
Apply to speak at PEAK here.
These funds ensure that talented, motivated students can pursue their dreams of entering the accounting profession without financial barriers
Every Dollar Raised Helps:
Scholarship Impact:
Special Thanks to Our Matching Donor: Deloitte
We extend our heartfelt gratitude to Deloitte for their generous participation as a matching donor this year, contributing $5,000 and helping amplify the impact of every donation made this year.
"This greatly enhanced my ability to focus on making connections and further strides in my dreams of becoming a CPA"
– Latrice Lewis, Scholarship Recipient
Together, with your support, we’re shaping the future of accounting in Colorado. Thank you for making this possible.
Are you or your organization interested in joining as a matching donor for Colorado Gives Day 2025? Contact Derrol Moorhead, COCPA's Director of Member and Business Development: derrol@cocpa.org | 303-741-8624
This is a fantastic opportunity for members of an accounting firm to develop presentation skills, expand their network, and potentially attract new business by sharing their expertise in a conference setting. The COCPA anticipates 200+ attendees for this in-person event.
Session Topics We’re Looking For:
We’re seeking speakers to address a wide range of accounting and finance topics, including but not limited to:
Don’t miss this opportunity to develop your staff, grow your firm’s influence, and help shape the future of the profession. Submit your application by January 15, 2025, and take the stage to make a lasting impact.
Apply to speak at PEAK here.
These funds ensure that talented, motivated students can pursue their dreams of entering the accounting profession without financial barriers
Every Dollar Raised Helps:
Scholarship Impact:
Special Thanks to Our Matching Donor: Deloitte
We extend our heartfelt gratitude to Deloitte for their generous participation as a matching donor this year, contributing $5,000 and helping amplify the impact of every donation made this year.
"This greatly enhanced my ability to focus on making connections and further strides in my dreams of becoming a CPA"
– Latrice Lewis, Scholarship Recipient
Together, with your support, we’re shaping the future of accounting in Colorado. Thank you for making this possible.
Are you or your organization interested in joining as a matching donor for Colorado Gives Day 2025? Contact Derrol Moorhead, COCPA's Director of Member and Business Development: derrol@cocpa.org | 303-741-8624
NOVEMBER 2024
Special thanks to Deloitte, KPMG, and EY for their generous table support, and to Grant Thornton for joining the festivities. Their presence helped create a vibrant atmosphere filled with community spirit.
From heartfelt recognitions to the excitement of the “welcome tunnel” for new CPAs, the evening highlighted the dedication and impact of those making a difference in accounting.
Thank you to everyone who joined in celebrating this incredible profession and its future leaders! We look forward to seeing you all again next year.
You don’t have to wait until December 10th—donate online now and schedule your one-time or recurring contribution to make a lasting difference.
Why Give?
Your support ensures bright, motivated students can focus on their studies and achieve their dream of becoming CPAs without financial barriers. Every dollar donated helps empower the next generation of professionals who will shape the future of accounting in Colorado.
Scholarship Impact:
"Thanks to the incredible generosity of the COCPA Educational Foundation, I could fully focus on my studies and CPA Exam preparation. This scholarship changed my life, and I’ll always be grateful."
– Derek Deslauriers, Scholarship Recipient.
Join us this Colorado Gives Day to make a difference in the lives of future CPAs. Together, help support the talent pipeline and ensure a thriving future for the accounting profession in Colorado.
Donate today: cocpa.org/coloradogives
By attending, you’ll gain invaluable insight into the legislative process, build relationships that will drive future advocacy efforts, and proudly represent what it means to be a CPA in Colorado.
Your $50 donation to the CPA-PAC will help amplify our influence, pooling your contribution with others to elevate the collective voice of CPAs. The CPA-PAC is a separate entity that empowers bipartisan champions, dedicated to fostering a legislative environment that supports the accounting profession, your clients, and your firm.
Space is limited—only 12 seats remain!
Register today to strengthen our profession’s impact on Colorado’s future legislation: cocpa.org/pac-the-house
Special thanks to Deloitte, KPMG, and EY for their generous table support, and to Grant Thornton for joining the festivities. Their presence helped create a vibrant atmosphere filled with community spirit.
From heartfelt recognitions to the excitement of the “welcome tunnel” for new CPAs, the evening highlighted the dedication and impact of those making a difference in accounting.
Thank you to everyone who joined in celebrating this incredible profession and its future leaders! We look forward to seeing you all again next year.
You don’t have to wait until December 10th—donate online now and schedule your one-time or recurring contribution to make a lasting difference.
Why Give?
Your support ensures bright, motivated students can focus on their studies and achieve their dream of becoming CPAs without financial barriers. Every dollar donated helps empower the next generation of professionals who will shape the future of accounting in Colorado.
Scholarship Impact:
"Thanks to the incredible generosity of the COCPA Educational Foundation, I could fully focus on my studies and CPA Exam preparation. This scholarship changed my life, and I’ll always be grateful."
– Derek Deslauriers, Scholarship Recipient.
Join us this Colorado Gives Day to make a difference in the lives of future CPAs. Together, help support the talent pipeline and ensure a thriving future for the accounting profession in Colorado.
Donate today: cocpa.org/coloradogives
By attending, you’ll gain invaluable insight into the legislative process, build relationships that will drive future advocacy efforts, and proudly represent what it means to be a CPA in Colorado.
Your $50 donation to the CPA-PAC will help amplify our influence, pooling your contribution with others to elevate the collective voice of CPAs. The CPA-PAC is a separate entity that empowers bipartisan champions, dedicated to fostering a legislative environment that supports the accounting profession, your clients, and your firm.
Space is limited—only 12 seats remain!
Register today to strengthen our profession’s impact on Colorado’s future legislation: cocpa.org/pac-the-house
OCTOBER 2024
On October 16, following an extensive rulemaking process, the State Board adopted several changes to Colorado rules to offer more flexibility in obtaining licensure while maintaining appropriate public protection.
These updates include:
The COCPA has been a steady voice in the stakeholder feedback and rulemaking process, emphasizing the need for more flexibility and clarity in the rules for licensure. Membership in the COCPA equips us to continue this important type of advocacy work with the State Board and other agencies impacting your career. Make sure you are a member of this vital community today. For more details about this update, read COCPA’s blog post here.
As we celebrate these significant regulatory changes with the State Board of Accountancy, it's crucial to recognize that to protect and advance the profession in the future, there will be more work to be done with legislators at a state law-making level.
These important advocacy efforts rely on voluntary financial contributions to the CPA-PAC, a non-profit, non-partisan entity that builds and creates champions who understand the issues important to us as accounting professionals. You can help protect and invest in the future of the profession by supporting CPA-PAC by donating today. Your contributions are essential in driving positive change.
In addition to the impact you make, contributors will also receive an exclusive invitation to the annual PAC the House event on January 23, 2025, at the Colorado State Capitol. This is a unique opportunity to represent the accounting community and witness the legislative process firsthand.
Your participation is vital in strengthening the accounting profession's role in shaping Colorado's future. With only 15 seats available, make sure to save the date and donate today.
Use your tax-deductible donor dollars as a VOTE for one of the Colorado schools benefiting from the Foundation’s programming. This is a race to finish—a Battle of the Brains! The school with the most alumni and donor pride, demonstrated by the total value of donations by the end of the night, wins full bragging rights. Last year, Metro State University took home the title and the traveling trophy—could your alma mater or favorite school be next? If yes, we encourage you to attend and donate to assure your alma mater takes home the top prize.
Start preparing now to rally behind your alma mater or support a local school as they compete to raise funds for their programs. Every donation counts and helps support the bright futures of Colorado students.
Ways to Give:
To learn more about the COCPA Education Foundation and specifically its annual accounting scholarship program click here.
Attend to welcome the future leaders of our profession and celebrate those making a significant impact across Colorado. Bring your teams, including newly licensed CPAs, to this inspiring event as we kick off with cocktails and hors d’oeuvres. Network with colleagues, reconnect with friends, and participate in the fun “Battle of the Brains” during the opening hour.
For assistance with registration for your firm or team, please contact Derrol Moorhead at derrol@cocpa.org or (720) 838-3053.
On October 16, following an extensive rulemaking process, the State Board adopted several changes to Colorado rules to offer more flexibility in obtaining licensure while maintaining appropriate public protection.
These updates include:
The COCPA has been a steady voice in the stakeholder feedback and rulemaking process, emphasizing the need for more flexibility and clarity in the rules for licensure. Membership in the COCPA equips us to continue this important type of advocacy work with the State Board and other agencies impacting your career. Make sure you are a member of this vital community today. For more details about this update, read COCPA’s blog post here.
As we celebrate these significant regulatory changes with the State Board of Accountancy, it's crucial to recognize that to protect and advance the profession in the future, there will be more work to be done with legislators at a state law-making level.
These important advocacy efforts rely on voluntary financial contributions to the CPA-PAC, a non-profit, non-partisan entity that builds and creates champions who understand the issues important to us as accounting professionals. You can help protect and invest in the future of the profession by supporting CPA-PAC by donating today. Your contributions are essential in driving positive change.
In addition to the impact you make, contributors will also receive an exclusive invitation to the annual PAC the House event on January 23, 2025, at the Colorado State Capitol. This is a unique opportunity to represent the accounting community and witness the legislative process firsthand.
Your participation is vital in strengthening the accounting profession's role in shaping Colorado's future. With only 15 seats available, make sure to save the date and donate today.
Use your tax-deductible donor dollars as a VOTE for one of the Colorado schools benefiting from the Foundation’s programming. This is a race to finish—a Battle of the Brains! The school with the most alumni and donor pride, demonstrated by the total value of donations by the end of the night, wins full bragging rights. Last year, Metro State University took home the title and the traveling trophy—could your alma mater or favorite school be next? If yes, we encourage you to attend and donate to assure your alma mater takes home the top prize.
Start preparing now to rally behind your alma mater or support a local school as they compete to raise funds for their programs. Every donation counts and helps support the bright futures of Colorado students.
Ways to Give:
To learn more about the COCPA Education Foundation and specifically its annual accounting scholarship program click here.
Attend to welcome the future leaders of our profession and celebrate those making a significant impact across Colorado. Bring your teams, including newly licensed CPAs, to this inspiring event as we kick off with cocktails and hors d’oeuvres. Network with colleagues, reconnect with friends, and participate in the fun “Battle of the Brains” during the opening hour.
For assistance with registration for your firm or team, please contact Derrol Moorhead at derrol@cocpa.org or (720) 838-3053.
SEPTEMBER 2024
This summer, the COCPA Educational Foundation awarded 31 scholarships, totaling $93,000, to exceptional accounting students across Colorado. These scholarships help alleviate financial pressures, enabling students to focus on their studies and pursue their CPA licensure.
A special congratulations to the recipients of named scholarships:
In addition to annual scholarships, the Educational Foundation promotes accounting education through mentorship programs, awards, and outreach initiatives. Interested in becoming a mentor or even lending your expertise to the Educational Foundation Board?
Learn more about how you can get involved and support the future of the profession by visiting the COCPA Educational Foundation here.
As a COCPA member, you can volunteer to be that mentor, helping to shape the future of accounting by offering guidance, sharing your experiences, and providing support to an aspiring CPA.
Mentoring allows you to give back to the profession while making meaningful connections with the next generation of accountants.
If you're ready to encourage the future of accounting and share your story, please fill out the mentor interest form today. Complete COCPA’s Volunteer Form to become a mentor
Have you graduated, but still need to tackle the CPA Exam? Now is the perfect time to get started, before the new CPA Evolution-aligned Uniform CPA Exam launches in January 2025. The new exam format will include three core sections all candidates must complete:
Candidates will then need to choose one of three disciplines to specialize in:
The COCPA offers members a variety of resources to ensure they are fully prepared for the exam:
Now is the time to focus on your CPA journey and take advantage of these helpful resources. If you need additional support or have questions, reach out to COCPA at info@cocpa.org.
This summer, the COCPA Educational Foundation awarded 31 scholarships, totaling $93,000, to exceptional accounting students across Colorado. These scholarships help alleviate financial pressures, enabling students to focus on their studies and pursue their CPA licensure.
A special congratulations to the recipients of named scholarships:
In addition to annual scholarships, the Educational Foundation promotes accounting education through mentorship programs, awards, and outreach initiatives. Interested in becoming a mentor or even lending your expertise to the Educational Foundation Board?
Learn more about how you can get involved and support the future of the profession by visiting the COCPA Educational Foundation here.
As a COCPA member, you can volunteer to be that mentor, helping to shape the future of accounting by offering guidance, sharing your experiences, and providing support to an aspiring CPA.
Mentoring allows you to give back to the profession while making meaningful connections with the next generation of accountants.
If you're ready to encourage the future of accounting and share your story, please fill out the mentor interest form today. Complete COCPA’s Volunteer Form to become a mentor
Have you graduated, but still need to tackle the CPA Exam? Now is the perfect time to get started, before the new CPA Evolution-aligned Uniform CPA Exam launches in January 2025. The new exam format will include three core sections all candidates must complete:
Candidates will then need to choose one of three disciplines to specialize in:
The COCPA offers members a variety of resources to ensure they are fully prepared for the exam:
Now is the time to focus on your CPA journey and take advantage of these helpful resources. If you need additional support or have questions, reach out to COCPA at info@cocpa.org.
AUGUST 2024
Bring your teams, including newly licensed CPAs, to the CPAs Make a Difference event on Nov. 6, 2024, in Denver, CO, as we honor our 2024 Everyday Heroes and Heroines as well as our “Women to Watch” recipients while also welcoming the next generation of CPAs.
Don’t miss this special evening of recognition, inspiration, and community. Purchase individual tickets or a table here.
For help getting your firm/team registered, please reach out to Derrol Moorhead, derrol@cocpa.org or (720) 838-3053.
How to Fulfill the CR&R Requirement
COCPA offers a variety of CR&R courses on-demand and via webcast, making it easy to fulfill your requirements and maintain your license. COCPA members can benefit from discounted rates on these courses, ensuring compliance while gaining discounted access to these important resources.
Explore CR&R course options here, or register today for COCPA’s upcoming Global Ethics Day on Oct. 16, 2024.
If you have any questions, you can reach out to the COCPA team at info@cocpa.org for immediate answers.
Ensuring CPAs are effectively represented and heard in the development and implementation of laws, rules, and regulations that affect your daily work and value as a CPA.
The COCPA is dedicated to advocating for the interests of CPAs throughout Colorado. By monitoring legislative and regulatory issues and working behind the scenes, COCPA ensures that accounting concerns are effectively voiced and managed.
These advocacy efforts extend from local boards to national policy-making, shaping the future of accounting in Colorado. It’s important for our professional community to stay informed about these activities and their impacts.
A membership in COCPA is a critical step to ensuring this work continues advancing the accounting profession in Colorado. Together, we can ensure that our profession remains strong, vibrant, and well-represented. Discover more here.
Hosted by COCPA, in partnership with the Financial Planning Association of Colorado, this event will take place at Rock Bottom Brewery - South Denver.
Event Details:
Enjoy appetizers and cocktails while connecting with colleagues and engaging with other professionals in a relaxed setting. Attendees are encouraged to wear the jersey of their favorite team. Learn more and register here.
Bring your teams, including newly licensed CPAs, to the CPAs Make a Difference event on Nov. 6, 2024, in Denver, CO, as we honor our 2024 Everyday Heroes and Heroines as well as our “Women to Watch” recipients while also welcoming the next generation of CPAs.
Don’t miss this special evening of recognition, inspiration, and community. Purchase individual tickets or a table here.
For help getting your firm/team registered, please reach out to Derrol Moorhead, derrol@cocpa.org or (720) 838-3053.
How to Fulfill the CR&R Requirement
COCPA offers a variety of CR&R courses on-demand and via webcast, making it easy to fulfill your requirements and maintain your license. COCPA members can benefit from discounted rates on these courses, ensuring compliance while gaining discounted access to these important resources.
Explore CR&R course options here, or register today for COCPA’s upcoming Global Ethics Day on Oct. 16, 2024.
If you have any questions, you can reach out to the COCPA team at info@cocpa.org for immediate answers.
Ensuring CPAs are effectively represented and heard in the development and implementation of laws, rules, and regulations that affect your daily work and value as a CPA.
The COCPA is dedicated to advocating for the interests of CPAs throughout Colorado. By monitoring legislative and regulatory issues and working behind the scenes, COCPA ensures that accounting concerns are effectively voiced and managed.
These advocacy efforts extend from local boards to national policy-making, shaping the future of accounting in Colorado. It’s important for our professional community to stay informed about these activities and their impacts.
A membership in COCPA is a critical step to ensuring this work continues advancing the accounting profession in Colorado. Together, we can ensure that our profession remains strong, vibrant, and well-represented. Discover more here.
Hosted by COCPA, in partnership with the Financial Planning Association of Colorado, this event will take place at Rock Bottom Brewery - South Denver.
Event Details:
Enjoy appetizers and cocktails while connecting with colleagues and engaging with other professionals in a relaxed setting. Attendees are encouraged to wear the jersey of their favorite team. Learn more and register here.
JULY 2024
The COCPA invites you to participate in the prestigious Women to Watch + Everyday Heroes & Heroines Awards by submitting your nominations by September 9, 2024.
Don’t let their hard work go unnoticed! Take a moment to celebrate those in your community who elevate our profession to new heights.
Submit your nomination and register to attend the awards ceremony on November 6th, 2024 here.
Let’s come together to acknowledge and celebrate the incredible contributions that make our community strong!
The COCPA gives you an excellent opportunity to develop your skills in this area, while also expanding your network, by speaking at the COCPA Business & Industry Conference on October 23, 2024. This event covers critical economic trends, technological advancements, and regulatory issues impacting business organizations.
We invite you to share your expertise and encourage you to submit your profile here today.
Don't miss the final two opportunities to network and celebrate summer with your peers:
Join us on July 25 at Top Golf Centennial from 5:30 – 7:30 pm.
Then be sure to join us for Crafty Pairings: Brews & Bites on August 28, from 5 – 7:30 pm at Blue Moon Brewery, 3750 Chestnut Place, Denver, CO 80216.
Register here for either, or both, events.
(Please note: both events will have non-alcoholic options available.)
The COCPA invites you to participate in the prestigious Women to Watch + Everyday Heroes & Heroines Awards by submitting your nominations by September 9, 2024.
Don’t let their hard work go unnoticed! Take a moment to celebrate those in your community who elevate our profession to new heights.
Submit your nomination and register to attend the awards ceremony on November 6th, 2024 here.
Let’s come together to acknowledge and celebrate the incredible contributions that make our community strong!
The COCPA gives you an excellent opportunity to develop your skills in this area, while also expanding your network, by speaking at the COCPA Business & Industry Conference on October 23, 2024. This event covers critical economic trends, technological advancements, and regulatory issues impacting business organizations.
We invite you to share your expertise and encourage you to submit your profile here today.
Don't miss the final two opportunities to network and celebrate summer with your peers:
Join us on July 25 at Top Golf Centennial from 5:30 – 7:30 pm.
Then be sure to join us for Crafty Pairings: Brews & Bites on August 28, from 5 – 7:30 pm at Blue Moon Brewery, 3750 Chestnut Place, Denver, CO 80216.
Register here for either, or both, events.
(Please note: both events will have non-alcoholic options available.)
JUNE 2024
Read the Full Blog Post by Gelinas here to understand how these legislative changes may affect your practice and the profession.
Visit the COCPA advocacy page for future updates on how COCPA advocates for you and consider supporting these advocacy efforts through a donation to the CPA-Political Action Committee, which is used to fund election campaigns of Colorado legislators that will listen to the voice of CPAs.
Key topics included:
Notably, the 2023 season saw a 7% rise in return submissions, largely due to a flat $800 TABOR refund, causing delays in mail and refund processing. The Taxpayer Helpline also faced significant wait times, but the Tax Practitioner Hotline remained effective. Improvements in K-1 submission integration were acknowledged, showing positive feedback from previous years' suggestions.
With the close of the 2024 Legislative session, on their implementation for future tax years.
For a detailed review, read the full blog post.
If you have issues or strategic themes for future discussions, please complete this form to share your experiences.
Your membership dues help the COCPA maintain this key advocacy relationship with the Colorado Department of Revenue. If you are not yet a member, the Firm encourages you to join the COCPA today!
The COCPA Women’s Summit connects CPAs across all practice areas to discuss issues relevant to women.
Key Sessions will cover:
Engage with a vibrant community of female professionals and gain new perspectives to enhance your career. Don’t miss this opportunity to be part of an empowering and inspiring event!
Learn more and register here.
COCPA’s See Me Series highlights compelling stories of diversity, equity, and inclusion. These virtual events, free for COCPA members, are open to everyone, spotlighting personal experiences with DE&I issues. Join us to hear these powerful stories and gain valuable insights.
View all upcoming events and previously recorded sessions here.
Read the Full Blog Post by Gelinas here to understand how these legislative changes may affect your practice and the profession.
Visit the COCPA advocacy page for future updates on how COCPA advocates for you and consider supporting these advocacy efforts through a donation to the CPA-Political Action Committee, which is used to fund election campaigns of Colorado legislators that will listen to the voice of CPAs.
Key topics included:
Notably, the 2023 season saw a 7% rise in return submissions, largely due to a flat $800 TABOR refund, causing delays in mail and refund processing. The Taxpayer Helpline also faced significant wait times, but the Tax Practitioner Hotline remained effective. Improvements in K-1 submission integration were acknowledged, showing positive feedback from previous years' suggestions.
With the close of the 2024 Legislative session, on their implementation for future tax years.
For a detailed review, read the full blog post.
If you have issues or strategic themes for future discussions, please complete this form to share your experiences.
Your membership dues help the COCPA maintain this key advocacy relationship with the Colorado Department of Revenue. If you are not yet a member, the Firm encourages you to join the COCPA today!
The COCPA Women’s Summit connects CPAs across all practice areas to discuss issues relevant to women.
Key Sessions will cover:
Engage with a vibrant community of female professionals and gain new perspectives to enhance your career. Don’t miss this opportunity to be part of an empowering and inspiring event!
Learn more and register here.
COCPA’s See Me Series highlights compelling stories of diversity, equity, and inclusion. These virtual events, free for COCPA members, are open to everyone, spotlighting personal experiences with DE&I issues. Join us to hear these powerful stories and gain valuable insights.
View all upcoming events and previously recorded sessions here.
MAY 2024
Why You Should Speak at the B&I Conference:
Elevate Your Skills & Showcase Your Expertise: Speaking at this conference is an excellent way to enhance your professional portfolio and broaden your career experience while developing your presentation skills. We are looking for speakers on topics such as:
Expand Your Network: Networking is crucial to your career at the firm, and this conference provides the perfect platform to connect with industry professionals, and, ultimately, potential clients.
Ready to get involved? Don't miss this chance to showcase your expertise, strengthen your reputation as a thought leader, and advance your career.
Submit your speaker application here.
Thank you to everyone who took the national pipeline surveys! With support from state societies and partners across the profession, the National Pipeline Advisory Group (NPAG) received feedback from more than 7,800 students and accounting professionals.
Why You Should Speak at the B&I Conference:
Elevate Your Skills & Showcase Your Expertise: Speaking at this conference is an excellent way to enhance your professional portfolio and broaden your career experience while developing your presentation skills. We are looking for speakers on topics such as:
Expand Your Network: Networking is crucial to your career at the firm, and this conference provides the perfect platform to connect with industry professionals, and, ultimately, potential clients.
Ready to get involved? Don't miss this chance to showcase your expertise, strengthen your reputation as a thought leader, and advance your career.
Submit your speaker application here.
Thank you to everyone who took the national pipeline surveys! With support from state societies and partners across the profession, the National Pipeline Advisory Group (NPAG) received feedback from more than 7,800 students and accounting professionals.
APRIL 2024
Meet Alexandra “Alexie” Tune: An Experienced Leader at Deloitte
Alexie Tune, CPA, Managing Director, Audit & Assurance, Deloitte, Denver has more than 25 years of experience, including leadership roles in various organizations and boards. Tune emphasizes critical thinking and adaptability as essential skills for CPAs navigating today's rapidly changing landscape. She attributes her long-time involvement in the COCPA as a critical success factor in her career. Tune recently served as the President of the Educational Foundation of the COCPA, whose mission is to promote the study and teaching of accounting in Colorado. Her dedication to education and community involvement underscores her commitment to the profession's growth and development.
Diego Baca: Encouraging a Diverse & Involved Profession
As Diego Baca’s term as COCPA Board Chair comes to an end, he recently reflected on the diverse experiences and shared passion that define the accounting profession. His tenure has been marked by a commitment to inclusivity and engagement, urging members to actively contribute to the profession's evolution:
"I ask each of you to find one simple way to get more involved with the COCPA this year," he urges. "Whether it’s joining a committee; speaking on a technical topic; helping young, aspiring accountants navigate their own path; or just popping into the office to hang out, we need your influence now more than ever."
- Diego Baca, CPA, Assurance Senior Manager at EY
For more insights from Diego Baca, read the COCPA blog post here
We encourage you to consider advancing your career and impacting your accounting community by getting involved with the COCPA. Find volunteer opportunities that vary in time commitment, by clicking here.
Read Bio
Managing Director, Audit & Assurance, Deloitte, Denver
Follow On
Managing Director, Audit & Assurance, Deloitte, Denver
Follow On
Read Bio
Assurance Senior Manager, EY
Follow On
Assurance Senior Manager, EY
Follow On
Register for one, or all, of the events in this series:
Sip and Socialize: Wine Tasting | May 9, 2024 | 5 – 8 pm
Join us at Bigsby’s Folly, a historic craft winery in Denver’s RiNo District. Experience a "Blind Tasting" adventure with 3 red and 3 white wines in an interactive matching game. Connect with colleagues in a relaxed setting. Bigsby’s is always one of the most popular events, so register now as space is limited to the first 50 people. Learn more and register here.
Baseball and Banter | June 19, 2024 | 6 – 9 pm
Cheer on the Colorado Rockies as they take on the Los Angeles Dodgers and Shohei Ohtani! Join us at the Silver Bullet Bar on the Party Deck before the game for some pre-game mingling. Your ticket comes with reserved seating in section L309. Bring along colleagues, clients, family, and friends for a fun night at beautiful Coors Field. Register here.
Meet Alexandra “Alexie” Tune: An Experienced Leader at Deloitte
Alexie Tune, CPA, Managing Director, Audit & Assurance, Deloitte, Denver has more than 25 years of experience, including leadership roles in various organizations and boards. Tune emphasizes critical thinking and adaptability as essential skills for CPAs navigating today's rapidly changing landscape. She attributes her long-time involvement in the COCPA as a critical success factor in her career. Tune recently served as the President of the Educational Foundation of the COCPA, whose mission is to promote the study and teaching of accounting in Colorado. Her dedication to education and community involvement underscores her commitment to the profession's growth and development.
Diego Baca: Encouraging a Diverse & Involved Profession
As Diego Baca’s term as COCPA Board Chair comes to an end, he recently reflected on the diverse experiences and shared passion that define the accounting profession. His tenure has been marked by a commitment to inclusivity and engagement, urging members to actively contribute to the profession's evolution:
"I ask each of you to find one simple way to get more involved with the COCPA this year," he urges. "Whether it’s joining a committee; speaking on a technical topic; helping young, aspiring accountants navigate their own path; or just popping into the office to hang out, we need your influence now more than ever."
- Diego Baca, CPA, Assurance Senior Manager at EY
For more insights from Diego Baca, read the COCPA blog post here
We encourage you to consider advancing your career and impacting your accounting community by getting involved with the COCPA. Find volunteer opportunities that vary in time commitment, by clicking here.
Read Bio
Managing Director, Audit & Assurance, Deloitte, Denver
Follow On
Managing Director, Audit & Assurance, Deloitte, Denver
Follow On
Read Bio
Assurance Senior Manager, EY
Follow On
Assurance Senior Manager, EY
Follow On
Register for one, or all, of the events in this series:
Sip and Socialize: Wine Tasting | May 9, 2024 | 5 – 8 pm
Join us at Bigsby’s Folly, a historic craft winery in Denver’s RiNo District. Experience a "Blind Tasting" adventure with 3 red and 3 white wines in an interactive matching game. Connect with colleagues in a relaxed setting. Bigsby’s is always one of the most popular events, so register now as space is limited to the first 50 people. Learn more and register here.
Baseball and Banter | June 19, 2024 | 6 – 9 pm
Cheer on the Colorado Rockies as they take on the Los Angeles Dodgers and Shohei Ohtani! Join us at the Silver Bullet Bar on the Party Deck before the game for some pre-game mingling. Your ticket comes with reserved seating in section L309. Bring along colleagues, clients, family, and friends for a fun night at beautiful Coors Field. Register here.
MARCH 2024
What sets LeadFit apart from other programs? Hosted by the Colorado Society of CPAs (COCPA), LeadFit is built on the COCPA’s unwavering commitment to cultivating communities of supportive peer networks and enhancing employer experiences. Not only do participants take away valuable leadership skills, but also enrich the connection with employer sponsors and spark lifelong relationships that propel professional development.
LeadFit sessions are scheduled from June-November, delivering 3 virtual half days and 2 in-person full days of learning for a total of 24 CPE credits.
This is the 11th year that LeadFit has been offered through the COCPA. Previous attendees from Colorado’s Largest Global Accounting Firms include:
| 2023 | Grant Van Dyke | PwC |
| 2023 | Emily Ludtke | PwC |
| 2019 | Evelyn Kelley | EY |
| 2016 | Khadyja Kelley | Grant Thornton |
| 2015 | Claire Woodward | Grant Thornton |
| 2014 | Sara Trapp | KPMG |
| 2013 | Emily Ballard | PwC |
| 2012 | Jillian English Schulz | Grant Thornton |
| 2012 | Chele Zavik | EY |
Registration is now open and space is limited. Find more information and register here.
The COCPA Diversity, Equity & Inclusion (DE&I) committee is hosting a series of events focused on mental health, "For Me: Grow Your Mindset and Supercharge Your Skills". Click here to register for upcoming events and find recordings of past events on the main series webpage.
And if you are interested in being part of the COCPA DE&I Committee, please email Stacy Svendsen, Engagement and Programs Specialist, stacy@cocpa.org.
Additionally, valuable content from COCPA member Kaitlin Borncamp, CPA, can be accessed by members on the COCPA Resource Center. Kaitlin spent 10 years at EY and has transitioned to the wellness space where she leverages her past experience to help others in the accounting profession.
Stay well-informed and supported during this hectic season.
What sets LeadFit apart from other programs? Hosted by the Colorado Society of CPAs (COCPA), LeadFit is built on the COCPA’s unwavering commitment to cultivating communities of supportive peer networks and enhancing employer experiences. Not only do participants take away valuable leadership skills, but also enrich the connection with employer sponsors and spark lifelong relationships that propel professional development.
LeadFit sessions are scheduled from June-November, delivering 3 virtual half days and 2 in-person full days of learning for a total of 24 CPE credits.
This is the 11th year that LeadFit has been offered through the COCPA. Previous attendees from Colorado’s Largest Global Accounting Firms include:
| 2023 | Grant Van Dyke | PwC |
| 2023 | Emily Ludtke | PwC |
| 2019 | Evelyn Kelley | EY |
| 2016 | Khadyja Kelley | Grant Thornton |
| 2015 | Claire Woodward | Grant Thornton |
| 2014 | Sara Trapp | KPMG |
| 2013 | Emily Ballard | PwC |
| 2012 | Jillian English Schulz | Grant Thornton |
| 2012 | Chele Zavik | EY |
Registration is now open and space is limited. Find more information and register here.
The COCPA Diversity, Equity & Inclusion (DE&I) committee is hosting a series of events focused on mental health, "For Me: Grow Your Mindset and Supercharge Your Skills". Click here to register for upcoming events and find recordings of past events on the main series webpage.
And if you are interested in being part of the COCPA DE&I Committee, please email Stacy Svendsen, Engagement and Programs Specialist, stacy@cocpa.org.
Additionally, valuable content from COCPA member Kaitlin Borncamp, CPA, can be accessed by members on the COCPA Resource Center. Kaitlin spent 10 years at EY and has transitioned to the wellness space where she leverages her past experience to help others in the accounting profession.
Stay well-informed and supported during this hectic season.
FEBRUARY 2024
One example of this is the Tax Relief for American Families and Workers Act which is working its way through the legislative process. The Society continues to provide updates and summaries of this, and other key issues, both federally and state specific, for its members and their clients. Updates can include sharing out the information through NewsQuick and/or the COCPA blog. Members have full access to both of these information sources along with COCPA’s Resource Center.
Here is just a sampling of what members saw in their recent issues of NewsQuick:
Interested in any, or all, of these COCPA member benefits? Did you know the firm will pay your annual dues? Simply go here and click on the “Join COCPA” button in the upper right corner of your screen. Then simply expense it on your next monthly report.
Having just passed the one-year mark in her role as president and chief executive officer, Gelinas offers her perspective on how members of the COCPA community are supporting one another, addressing common member challenges, and making a difference amidst the changing landscape of the profession. Gelinas, who began her career at EY, became the Society’s newest CEO in September 2022.
Read the full article in the Winter 2024 NewsAccount. NewsAccount is the official quarterly publication of the COCPA, and is also available digitally. NewsAccount is another benefit of membership, taking an in-depth look at the accounting profession, especially in the state of Colorado. Membership is required to read the full article. Not ready to join yet, but interested in getting a pdf version of the complete article? Please send a request for the article to Derrol Moorhead at derrol@cocpa.org.
One example of this is the Tax Relief for American Families and Workers Act which is working its way through the legislative process. The Society continues to provide updates and summaries of this, and other key issues, both federally and state specific, for its members and their clients. Updates can include sharing out the information through NewsQuick and/or the COCPA blog. Members have full access to both of these information sources along with COCPA’s Resource Center.
Here is just a sampling of what members saw in their recent issues of NewsQuick:
Interested in any, or all, of these COCPA member benefits? Did you know the firm will pay your annual dues? Simply go here and click on the “Join COCPA” button in the upper right corner of your screen. Then simply expense it on your next monthly report.
Having just passed the one-year mark in her role as president and chief executive officer, Gelinas offers her perspective on how members of the COCPA community are supporting one another, addressing common member challenges, and making a difference amidst the changing landscape of the profession. Gelinas, who began her career at EY, became the Society’s newest CEO in September 2022.
Read the full article in the Winter 2024 NewsAccount. NewsAccount is the official quarterly publication of the COCPA, and is also available digitally. NewsAccount is another benefit of membership, taking an in-depth look at the accounting profession, especially in the state of Colorado. Membership is required to read the full article. Not ready to join yet, but interested in getting a pdf version of the complete article? Please send a request for the article to Derrol Moorhead at derrol@cocpa.org.
JANUARY 2024
The COCPA uses donations made to the CPA Political Action Committee (PAC) to support future legislators who create a positive legislative environment for Colorado businesses and professionals.
The COCPA is hosting a day at the capitol on Jan. 25 where you can learn more about the political process in Colorado and represent the accounting profession in building important relationships. With a $150 donation to the CPA-PAC, you can secure your seat at the table to represent the accounting community and experience first hand the legislative process.
Interesting fact: There are currently no CPAs represented in the Colorado State Legislature (making it even more imperative that you show up and show out).
This is an excellent opportunity to “dip your toes” into the political process and attendance is limited to only 15 attendees. Learn more here.
Interesting fact: The Capitol building was designed by Elijah E. Myers, and its construction lasted from 1886 through 1901. The Colorado Capitol was designed on an axis in the form of a Greek cross and resembles the basic design of the nation’s Capitol in Washington, D.C. In 1908 Colorado gold miners made a gift of 200 ounces of gold to gild the dome.
The COCPA is dedicated to the career development of its members, including offering leadership development opportunities like the AICPA Leadership Academy and COCPA’s LeadFit program. It also extends a variety of volunteer opportunities that support the Society and the accounting profession to help members put leadership skills into practice.
Colorado has been a strong supporter of the AICPA Leadership Academy and has had representation almost every year since its inception in 2009. The Society is proud to have supported Cody and Kristin in 2023, both of whom have been actively involved in the work of the COCPA and helping build the profession.
Many of the following past participants have held leadership positions at the COCPA:
What is the Leadership Academy?
This four-day leadership program for emerging accounting and finance professionals engages candidates in a self-examination of leadership, what that means and how that impacts their personal life, career path, and the accounting profession.
The academy exposes the next generation of leaders to strong ethics and service while providing them with the strategies to forge relationships, to expand their competencies and empower them to become a leader within their organization, community and the accounting profession.
What is the COCPA’s LeadFit Program?
The COCPA’s LeadFit Program helps accounting professionals transition from an individual contributor to an effective supervisor by learning how to interact with, lead, and manage others while also networking with their colleagues in the program. Delivered over two half days and two full days, from June-November, this program will challenge you to step up and become the leader you and your team deserve. Watch for more information on the 2024 cohort coming your way soon.
The COCPA uses donations made to the CPA Political Action Committee (PAC) to support future legislators who create a positive legislative environment for Colorado businesses and professionals.
The COCPA is hosting a day at the capitol on Jan. 25 where you can learn more about the political process in Colorado and represent the accounting profession in building important relationships. With a $150 donation to the CPA-PAC, you can secure your seat at the table to represent the accounting community and experience first hand the legislative process.
Interesting fact: There are currently no CPAs represented in the Colorado State Legislature (making it even more imperative that you show up and show out).
This is an excellent opportunity to “dip your toes” into the political process and attendance is limited to only 15 attendees. Learn more here.
Interesting fact: The Capitol building was designed by Elijah E. Myers, and its construction lasted from 1886 through 1901. The Colorado Capitol was designed on an axis in the form of a Greek cross and resembles the basic design of the nation’s Capitol in Washington, D.C. In 1908 Colorado gold miners made a gift of 200 ounces of gold to gild the dome.
The COCPA is dedicated to the career development of its members, including offering leadership development opportunities like the AICPA Leadership Academy and COCPA’s LeadFit program. It also extends a variety of volunteer opportunities that support the Society and the accounting profession to help members put leadership skills into practice.
Colorado has been a strong supporter of the AICPA Leadership Academy and has had representation almost every year since its inception in 2009. The Society is proud to have supported Cody and Kristin in 2023, both of whom have been actively involved in the work of the COCPA and helping build the profession.
Many of the following past participants have held leadership positions at the COCPA:
What is the Leadership Academy?
This four-day leadership program for emerging accounting and finance professionals engages candidates in a self-examination of leadership, what that means and how that impacts their personal life, career path, and the accounting profession.
The academy exposes the next generation of leaders to strong ethics and service while providing them with the strategies to forge relationships, to expand their competencies and empower them to become a leader within their organization, community and the accounting profession.
What is the COCPA’s LeadFit Program?
The COCPA’s LeadFit Program helps accounting professionals transition from an individual contributor to an effective supervisor by learning how to interact with, lead, and manage others while also networking with their colleagues in the program. Delivered over two half days and two full days, from June-November, this program will challenge you to step up and become the leader you and your team deserve. Watch for more information on the 2024 cohort coming your way soon.
DECEMBER 2023
In Colorado, beginning on Dec. 30, 2023, the CPA exam window has been permanently extended from the current 18-month window to a 30-month window, which COCPA supported through its advocacy efforts.
The new CPA Evolution-aligned Uniform CPA Exam will launch in January 2024. There are three Core sections, which all candidates must take:
Candidates will then select one of the following Disciplines:
For those that started the exam process prior to 2024, there is good news. Previously passed Exam section credits that have not expired prior to Jan. 1, 2024, can count toward the CPA Evolution-aligned Exam — and any unexpired Exam credits on that date which would expire between Jan. 1, 2024, and June 29, 2025, are extended until June 30, 2025.
In addition to providing its members with current news updates like this, the COCPA offers a variety of resources to help CPA candidates succeed:
If you have questions or need additional support in your CPA Exam process, reach out to COCPA at info@cocpa.org.
In the Tax Community you can find answers, share your knowledge and keep apprised of professional tax hot topics from your peers.. Members have recently discussed:
In Colorado, beginning on Dec. 30, 2023, the CPA exam window has been permanently extended from the current 18-month window to a 30-month window, which COCPA supported through its advocacy efforts.
The new CPA Evolution-aligned Uniform CPA Exam will launch in January 2024. There are three Core sections, which all candidates must take:
Candidates will then select one of the following Disciplines:
For those that started the exam process prior to 2024, there is good news. Previously passed Exam section credits that have not expired prior to Jan. 1, 2024, can count toward the CPA Evolution-aligned Exam — and any unexpired Exam credits on that date which would expire between Jan. 1, 2024, and June 29, 2025, are extended until June 30, 2025.
In addition to providing its members with current news updates like this, the COCPA offers a variety of resources to help CPA candidates succeed:
If you have questions or need additional support in your CPA Exam process, reach out to COCPA at info@cocpa.org.
In the Tax Community you can find answers, share your knowledge and keep apprised of professional tax hot topics from your peers.. Members have recently discussed:
NOVEMBER 2023
To date, the Foundation has awarded a total of $2,361,900 to deserving accounting students graduating from Colorado colleges and universities since its inception in 1958. A ____{insert firm name here}____ named scholarship is awarded by the Foundation annually, from which many of our very own interns and full-time staff have benefited.
We encourage you to consider supporting the Foundation on Colorado Gives Day on Dec. 5. Your donation will have a sixfold impact thanks to our generous matching donors. Your donation could support one of your future co-workers!
The COCPA is available to help members with licensure issues or with questions about license renewal. As part of the renewal process, CPAs must attest to having completed 80-hours of qualified continuing education between Jan. 1, 2022 and Dec. 31, 2023. While documentation is not required to be submitted as part of the renewal process, it is important to maintain all certificates in case of a continuing education audit.
As a member benefit, the COCPA offers a convenient online tool to manage all of your CPE certificates in one easy to use location which can be found in your online account at COCPA.org.
In response to significant health, economic, education, and travel disruptions resulting in CPA Examination candidate hardships, the Colorado State Board of Accountancy will extend credit through June 30, 2025, for CPA Examination credits that expired from January 30, 2020(1) through May 11, 2023(2), which have not been subsequently replaced by new credits for the same sections.
If you have questions or concerns about this program, please contact cri@nasba.org
For any additional licensure assistance, you may also contact the COCPA via email at info@cocpa.org or via the online chat feature at www.cocpa.org
(1) The United States Department of Health and Human Services declared a national Public Health Emergency.
(2)The United States Department of Health and Human Services announced the expiration of the national Public Health Emergency.
To date, the Foundation has awarded a total of $2,361,900 to deserving accounting students graduating from Colorado colleges and universities since its inception in 1958. A ____{insert firm name here}____ named scholarship is awarded by the Foundation annually, from which many of our very own interns and full-time staff have benefited.
We encourage you to consider supporting the Foundation on Colorado Gives Day on Dec. 5. Your donation will have a sixfold impact thanks to our generous matching donors. Your donation could support one of your future co-workers!
The COCPA is available to help members with licensure issues or with questions about license renewal. As part of the renewal process, CPAs must attest to having completed 80-hours of qualified continuing education between Jan. 1, 2022 and Dec. 31, 2023. While documentation is not required to be submitted as part of the renewal process, it is important to maintain all certificates in case of a continuing education audit.
As a member benefit, the COCPA offers a convenient online tool to manage all of your CPE certificates in one easy to use location which can be found in your online account at COCPA.org.
In response to significant health, economic, education, and travel disruptions resulting in CPA Examination candidate hardships, the Colorado State Board of Accountancy will extend credit through June 30, 2025, for CPA Examination credits that expired from January 30, 2020(1) through May 11, 2023(2), which have not been subsequently replaced by new credits for the same sections.
If you have questions or concerns about this program, please contact cri@nasba.org
For any additional licensure assistance, you may also contact the COCPA via email at info@cocpa.org or via the online chat feature at www.cocpa.org
(1) The United States Department of Health and Human Services declared a national Public Health Emergency.
(2)The United States Department of Health and Human Services announced the expiration of the national Public Health Emergency.
OCTOBER 2023
[If your firm IS getting a table, share the below]
Join us at CPAs Make a Difference, an annual event hosted by the Colorado Society of CPAs.
Our firm will be in attendance at a dedicated table to celebrate the newly registered CPAs on our team along with family and friends.
November 09, 2023 | 5:30 – 9:00 pm
Westin Denver Downtown | 1672 Lawrence St, Denver, CO 80202
Learn more at cocpa.org/CPAsMakeaDiff
[If your firm IS NOT getting a table, but will reimburse those attending, share the below]
Join your peers from around the state at CPAs Make a Difference, an annual event hosted by the Colorado Society of CPAs.
Newly registered CPAs will be recognized and celebrated among family and friends. Experienced CPAs can attend to show their support for their colleagues and the furthering of our shared profession.
To honor this milestone event, our firm will reimburse all those in attendance!
November 09, 2023 | 5:30 – 9:00 pm
Westin Denver Downtown | 1672 Lawrence St, Denver, CO 80202
Learn more at cocpa.org/CPAsMakeaDiff
[If your firm is NOT getting a table NOR reimbursing, share the below to promote individual purchase]
Join your peers from around the state at CPAs Make a Difference, an annual event hosted by the Colorado Society of CPAs.
Newly registered CPAs will be recognized and celebrated among family and friends. Experienced CPAs can attend to show their support for their colleagues.
This is an event for all CPAs. Register individually to help welcome the future of our profession.
November 09, 2023 | 5:30 – 9:00 pm
Westin Denver Downtown | 1672 Lawrence St, Denver, CO 80202
Learn more at cocpa.org/CPAsMakeaDiff
[If your firm IS getting a table, share the below]
Join us at CPAs Make a Difference, an annual event hosted by the Colorado Society of CPAs.
Our firm will be in attendance at a dedicated table to celebrate the newly registered CPAs on our team along with family and friends.
November 09, 2023 | 5:30 – 9:00 pm
Westin Denver Downtown | 1672 Lawrence St, Denver, CO 80202
Learn more at cocpa.org/CPAsMakeaDiff
[If your firm IS NOT getting a table, but will reimburse those attending, share the below]
Join your peers from around the state at CPAs Make a Difference, an annual event hosted by the Colorado Society of CPAs.
Newly registered CPAs will be recognized and celebrated among family and friends. Experienced CPAs can attend to show their support for their colleagues and the furthering of our shared profession.
To honor this milestone event, our firm will reimburse all those in attendance!
November 09, 2023 | 5:30 – 9:00 pm
Westin Denver Downtown | 1672 Lawrence St, Denver, CO 80202
Learn more at cocpa.org/CPAsMakeaDiff
[If your firm is NOT getting a table NOR reimbursing, share the below to promote individual purchase]
Join your peers from around the state at CPAs Make a Difference, an annual event hosted by the Colorado Society of CPAs.
Newly registered CPAs will be recognized and celebrated among family and friends. Experienced CPAs can attend to show their support for their colleagues.
This is an event for all CPAs. Register individually to help welcome the future of our profession.
November 09, 2023 | 5:30 – 9:00 pm
Westin Denver Downtown | 1672 Lawrence St, Denver, CO 80202
Learn more at cocpa.org/CPAsMakeaDiff
This is a fantastic opportunity for members of an accounting firm to develop presentation skills, expand their network, and potentially attract new business by sharing their expertise in a conference setting. The COCPA anticipates 200+ attendees for this in-person event.
Session Topics We’re Looking For:
We’re seeking speakers to address a wide range of accounting and finance topics, including but not limited to:
Don’t miss this opportunity to develop your staff, grow your firm’s influence, and help shape the future of the profession. Submit your application by January 15, 2025, and take the stage to make a lasting impact.
Apply to speak at PEAK here.
These funds ensure that talented, motivated students can pursue their dreams of entering the accounting profession without financial barriers
Every Dollar Raised Helps:
Scholarship Impact:
Special Thanks to Our Matching Donor: Deloitte
We extend our heartfelt gratitude to Deloitte for their generous participation as a matching donor this year, contributing $5,000 and helping amplify the impact of every donation made this year.
"This greatly enhanced my ability to focus on making connections and further strides in my dreams of becoming a CPA"
– Latrice Lewis, Scholarship Recipient
Together, with your support, we’re shaping the future of accounting in Colorado. Thank you for making this possible.
Are you or your organization interested in joining as a matching donor for Colorado Gives Day 2025? Contact Derrol Moorhead, COCPA's Director of Member and Business Development: derrol@cocpa.org | 303-741-8624
This is a fantastic opportunity for members of an accounting firm to develop presentation skills, expand their network, and potentially attract new business by sharing their expertise in a conference setting. The COCPA anticipates 200+ attendees for this in-person event.
Session Topics We’re Looking For:
We’re seeking speakers to address a wide range of accounting and finance topics, including but not limited to:
Don’t miss this opportunity to develop your staff, grow your firm’s influence, and help shape the future of the profession. Submit your application by January 15, 2025, and take the stage to make a lasting impact.
Apply to speak at PEAK here.
These funds ensure that talented, motivated students can pursue their dreams of entering the accounting profession without financial barriers
Every Dollar Raised Helps:
Scholarship Impact:
Special Thanks to Our Matching Donor: Deloitte
We extend our heartfelt gratitude to Deloitte for their generous participation as a matching donor this year, contributing $5,000 and helping amplify the impact of every donation made this year.
"This greatly enhanced my ability to focus on making connections and further strides in my dreams of becoming a CPA"
– Latrice Lewis, Scholarship Recipient
Together, with your support, we’re shaping the future of accounting in Colorado. Thank you for making this possible.
Are you or your organization interested in joining as a matching donor for Colorado Gives Day 2025? Contact Derrol Moorhead, COCPA's Director of Member and Business Development: derrol@cocpa.org | 303-741-8624
Special thanks to Deloitte, KPMG, and EY for their generous table support, and to Grant Thornton for joining the festivities. Their presence helped create a vibrant atmosphere filled with community spirit.
From heartfelt recognitions to the excitement of the “welcome tunnel” for new CPAs, the evening highlighted the dedication and impact of those making a difference in accounting.
Thank you to everyone who joined in celebrating this incredible profession and its future leaders! We look forward to seeing you all again next year.
You don’t have to wait until December 10th—donate online now and schedule your one-time or recurring contribution to make a lasting difference.
Why Give?
Your support ensures bright, motivated students can focus on their studies and achieve their dream of becoming CPAs without financial barriers. Every dollar donated helps empower the next generation of professionals who will shape the future of accounting in Colorado.
Scholarship Impact:
"Thanks to the incredible generosity of the COCPA Educational Foundation, I could fully focus on my studies and CPA Exam preparation. This scholarship changed my life, and I’ll always be grateful."
– Derek Deslauriers, Scholarship Recipient.
Join us this Colorado Gives Day to make a difference in the lives of future CPAs. Together, help support the talent pipeline and ensure a thriving future for the accounting profession in Colorado.
Donate today: cocpa.org/coloradogives
By attending, you’ll gain invaluable insight into the legislative process, build relationships that will drive future advocacy efforts, and proudly represent what it means to be a CPA in Colorado.
Your $50 donation to the CPA-PAC will help amplify our influence, pooling your contribution with others to elevate the collective voice of CPAs. The CPA-PAC is a separate entity that empowers bipartisan champions, dedicated to fostering a legislative environment that supports the accounting profession, your clients, and your firm.
Space is limited—only 12 seats remain!
Register today to strengthen our profession’s impact on Colorado’s future legislation: cocpa.org/pac-the-house
Special thanks to Deloitte, KPMG, and EY for their generous table support, and to Grant Thornton for joining the festivities. Their presence helped create a vibrant atmosphere filled with community spirit.
From heartfelt recognitions to the excitement of the “welcome tunnel” for new CPAs, the evening highlighted the dedication and impact of those making a difference in accounting.
Thank you to everyone who joined in celebrating this incredible profession and its future leaders! We look forward to seeing you all again next year.
You don’t have to wait until December 10th—donate online now and schedule your one-time or recurring contribution to make a lasting difference.
Why Give?
Your support ensures bright, motivated students can focus on their studies and achieve their dream of becoming CPAs without financial barriers. Every dollar donated helps empower the next generation of professionals who will shape the future of accounting in Colorado.
Scholarship Impact:
"Thanks to the incredible generosity of the COCPA Educational Foundation, I could fully focus on my studies and CPA Exam preparation. This scholarship changed my life, and I’ll always be grateful."
– Derek Deslauriers, Scholarship Recipient.
Join us this Colorado Gives Day to make a difference in the lives of future CPAs. Together, help support the talent pipeline and ensure a thriving future for the accounting profession in Colorado.
Donate today: cocpa.org/coloradogives
By attending, you’ll gain invaluable insight into the legislative process, build relationships that will drive future advocacy efforts, and proudly represent what it means to be a CPA in Colorado.
Your $50 donation to the CPA-PAC will help amplify our influence, pooling your contribution with others to elevate the collective voice of CPAs. The CPA-PAC is a separate entity that empowers bipartisan champions, dedicated to fostering a legislative environment that supports the accounting profession, your clients, and your firm.
Space is limited—only 12 seats remain!
Register today to strengthen our profession’s impact on Colorado’s future legislation: cocpa.org/pac-the-house
On October 16, following an extensive rulemaking process, the State Board adopted several changes to Colorado rules to offer more flexibility in obtaining licensure while maintaining appropriate public protection.
These updates include:
The COCPA has been a steady voice in the stakeholder feedback and rulemaking process, emphasizing the need for more flexibility and clarity in the rules for licensure. Membership in the COCPA equips us to continue this important type of advocacy work with the State Board and other agencies impacting your career. Make sure you are a member of this vital community today. For more details about this update, read COCPA’s blog post here.
As we celebrate these significant regulatory changes with the State Board of Accountancy, it's crucial to recognize that to protect and advance the profession in the future, there will be more work to be done with legislators at a state law-making level.
These important advocacy efforts rely on voluntary financial contributions to the CPA-PAC, a non-profit, non-partisan entity that builds and creates champions who understand the issues important to us as accounting professionals. You can help protect and invest in the future of the profession by supporting CPA-PAC by donating today. Your contributions are essential in driving positive change.
In addition to the impact you make, contributors will also receive an exclusive invitation to the annual PAC the House event on January 23, 2025, at the Colorado State Capitol. This is a unique opportunity to represent the accounting community and witness the legislative process firsthand.
Your participation is vital in strengthening the accounting profession's role in shaping Colorado's future. With only 15 seats available, make sure to save the date and donate today.
Use your tax-deductible donor dollars as a VOTE for one of the Colorado schools benefiting from the Foundation’s programming. This is a race to finish—a Battle of the Brains! The school with the most alumni and donor pride, demonstrated by the total value of donations by the end of the night, wins full bragging rights. Last year, Metro State University took home the title and the traveling trophy—could your alma mater or favorite school be next? If yes, we encourage you to attend and donate to assure your alma mater takes home the top prize.
Start preparing now to rally behind your alma mater or support a local school as they compete to raise funds for their programs. Every donation counts and helps support the bright futures of Colorado students.
Ways to Give:
To learn more about the COCPA Education Foundation and specifically its annual accounting scholarship program click here.
Attend to welcome the future leaders of our profession and celebrate those making a significant impact across Colorado. Bring your teams, including newly licensed CPAs, to this inspiring event as we kick off with cocktails and hors d’oeuvres. Network with colleagues, reconnect with friends, and participate in the fun “Battle of the Brains” during the opening hour.
For assistance with registration for your firm or team, please contact Derrol Moorhead at derrol@cocpa.org or (720) 838-3053.
On October 16, following an extensive rulemaking process, the State Board adopted several changes to Colorado rules to offer more flexibility in obtaining licensure while maintaining appropriate public protection.
These updates include:
The COCPA has been a steady voice in the stakeholder feedback and rulemaking process, emphasizing the need for more flexibility and clarity in the rules for licensure. Membership in the COCPA equips us to continue this important type of advocacy work with the State Board and other agencies impacting your career. Make sure you are a member of this vital community today. For more details about this update, read COCPA’s blog post here.
As we celebrate these significant regulatory changes with the State Board of Accountancy, it's crucial to recognize that to protect and advance the profession in the future, there will be more work to be done with legislators at a state law-making level.
These important advocacy efforts rely on voluntary financial contributions to the CPA-PAC, a non-profit, non-partisan entity that builds and creates champions who understand the issues important to us as accounting professionals. You can help protect and invest in the future of the profession by supporting CPA-PAC by donating today. Your contributions are essential in driving positive change.
In addition to the impact you make, contributors will also receive an exclusive invitation to the annual PAC the House event on January 23, 2025, at the Colorado State Capitol. This is a unique opportunity to represent the accounting community and witness the legislative process firsthand.
Your participation is vital in strengthening the accounting profession's role in shaping Colorado's future. With only 15 seats available, make sure to save the date and donate today.
Use your tax-deductible donor dollars as a VOTE for one of the Colorado schools benefiting from the Foundation’s programming. This is a race to finish—a Battle of the Brains! The school with the most alumni and donor pride, demonstrated by the total value of donations by the end of the night, wins full bragging rights. Last year, Metro State University took home the title and the traveling trophy—could your alma mater or favorite school be next? If yes, we encourage you to attend and donate to assure your alma mater takes home the top prize.
Start preparing now to rally behind your alma mater or support a local school as they compete to raise funds for their programs. Every donation counts and helps support the bright futures of Colorado students.
Ways to Give:
To learn more about the COCPA Education Foundation and specifically its annual accounting scholarship program click here.
Attend to welcome the future leaders of our profession and celebrate those making a significant impact across Colorado. Bring your teams, including newly licensed CPAs, to this inspiring event as we kick off with cocktails and hors d’oeuvres. Network with colleagues, reconnect with friends, and participate in the fun “Battle of the Brains” during the opening hour.
For assistance with registration for your firm or team, please contact Derrol Moorhead at derrol@cocpa.org or (720) 838-3053.
This summer, the COCPA Educational Foundation awarded 31 scholarships, totaling $93,000, to exceptional accounting students across Colorado. These scholarships help alleviate financial pressures, enabling students to focus on their studies and pursue their CPA licensure.
A special congratulations to the recipients of named scholarships:
In addition to annual scholarships, the Educational Foundation promotes accounting education through mentorship programs, awards, and outreach initiatives. Interested in becoming a mentor or even lending your expertise to the Educational Foundation Board?
Learn more about how you can get involved and support the future of the profession by visiting the COCPA Educational Foundation here.
As a COCPA member, you can volunteer to be that mentor, helping to shape the future of accounting by offering guidance, sharing your experiences, and providing support to an aspiring CPA.
Mentoring allows you to give back to the profession while making meaningful connections with the next generation of accountants.
If you're ready to encourage the future of accounting and share your story, please fill out the mentor interest form today. Complete COCPA’s Volunteer Form to become a mentor
Have you graduated, but still need to tackle the CPA Exam? Now is the perfect time to get started, before the new CPA Evolution-aligned Uniform CPA Exam launches in January 2025. The new exam format will include three core sections all candidates must complete:
Candidates will then need to choose one of three disciplines to specialize in:
The COCPA offers members a variety of resources to ensure they are fully prepared for the exam:
Now is the time to focus on your CPA journey and take advantage of these helpful resources. If you need additional support or have questions, reach out to COCPA at info@cocpa.org.
This summer, the COCPA Educational Foundation awarded 31 scholarships, totaling $93,000, to exceptional accounting students across Colorado. These scholarships help alleviate financial pressures, enabling students to focus on their studies and pursue their CPA licensure.
A special congratulations to the recipients of named scholarships:
In addition to annual scholarships, the Educational Foundation promotes accounting education through mentorship programs, awards, and outreach initiatives. Interested in becoming a mentor or even lending your expertise to the Educational Foundation Board?
Learn more about how you can get involved and support the future of the profession by visiting the COCPA Educational Foundation here.
As a COCPA member, you can volunteer to be that mentor, helping to shape the future of accounting by offering guidance, sharing your experiences, and providing support to an aspiring CPA.
Mentoring allows you to give back to the profession while making meaningful connections with the next generation of accountants.
If you're ready to encourage the future of accounting and share your story, please fill out the mentor interest form today. Complete COCPA’s Volunteer Form to become a mentor
Have you graduated, but still need to tackle the CPA Exam? Now is the perfect time to get started, before the new CPA Evolution-aligned Uniform CPA Exam launches in January 2025. The new exam format will include three core sections all candidates must complete:
Candidates will then need to choose one of three disciplines to specialize in:
The COCPA offers members a variety of resources to ensure they are fully prepared for the exam:
Now is the time to focus on your CPA journey and take advantage of these helpful resources. If you need additional support or have questions, reach out to COCPA at info@cocpa.org.
Bring your teams, including newly licensed CPAs, to the CPAs Make a Difference event on Nov. 6, 2024, in Denver, CO, as we honor our 2024 Everyday Heroes and Heroines as well as our “Women to Watch” recipients while also welcoming the next generation of CPAs.
Don’t miss this special evening of recognition, inspiration, and community. Purchase individual tickets or a table here.
For help getting your firm/team registered, please reach out to Derrol Moorhead, derrol@cocpa.org or (720) 838-3053.
How to Fulfill the CR&R Requirement
COCPA offers a variety of CR&R courses on-demand and via webcast, making it easy to fulfill your requirements and maintain your license. COCPA members can benefit from discounted rates on these courses, ensuring compliance while gaining discounted access to these important resources.
Explore CR&R course options here, or register today for COCPA’s upcoming Global Ethics Day on Oct. 16, 2024.
If you have any questions, you can reach out to the COCPA team at info@cocpa.org for immediate answers.
Ensuring CPAs are effectively represented and heard in the development and implementation of laws, rules, and regulations that affect your daily work and value as a CPA.
The COCPA is dedicated to advocating for the interests of CPAs throughout Colorado. By monitoring legislative and regulatory issues and working behind the scenes, COCPA ensures that accounting concerns are effectively voiced and managed.
These advocacy efforts extend from local boards to national policy-making, shaping the future of accounting in Colorado. It’s important for our professional community to stay informed about these activities and their impacts.
A membership in COCPA is a critical step to ensuring this work continues advancing the accounting profession in Colorado. Together, we can ensure that our profession remains strong, vibrant, and well-represented. Discover more here.
Hosted by COCPA, in partnership with the Financial Planning Association of Colorado, this event will take place at Rock Bottom Brewery - South Denver.
Event Details:
Enjoy appetizers and cocktails while connecting with colleagues and engaging with other professionals in a relaxed setting. Attendees are encouraged to wear the jersey of their favorite team. Learn more and register here.
Bring your teams, including newly licensed CPAs, to the CPAs Make a Difference event on Nov. 6, 2024, in Denver, CO, as we honor our 2024 Everyday Heroes and Heroines as well as our “Women to Watch” recipients while also welcoming the next generation of CPAs.
Don’t miss this special evening of recognition, inspiration, and community. Purchase individual tickets or a table here.
For help getting your firm/team registered, please reach out to Derrol Moorhead, derrol@cocpa.org or (720) 838-3053.
How to Fulfill the CR&R Requirement
COCPA offers a variety of CR&R courses on-demand and via webcast, making it easy to fulfill your requirements and maintain your license. COCPA members can benefit from discounted rates on these courses, ensuring compliance while gaining discounted access to these important resources.
Explore CR&R course options here, or register today for COCPA’s upcoming Global Ethics Day on Oct. 16, 2024.
If you have any questions, you can reach out to the COCPA team at info@cocpa.org for immediate answers.
Ensuring CPAs are effectively represented and heard in the development and implementation of laws, rules, and regulations that affect your daily work and value as a CPA.
The COCPA is dedicated to advocating for the interests of CPAs throughout Colorado. By monitoring legislative and regulatory issues and working behind the scenes, COCPA ensures that accounting concerns are effectively voiced and managed.
These advocacy efforts extend from local boards to national policy-making, shaping the future of accounting in Colorado. It’s important for our professional community to stay informed about these activities and their impacts.
A membership in COCPA is a critical step to ensuring this work continues advancing the accounting profession in Colorado. Together, we can ensure that our profession remains strong, vibrant, and well-represented. Discover more here.
Hosted by COCPA, in partnership with the Financial Planning Association of Colorado, this event will take place at Rock Bottom Brewery - South Denver.
Event Details:
Enjoy appetizers and cocktails while connecting with colleagues and engaging with other professionals in a relaxed setting. Attendees are encouraged to wear the jersey of their favorite team. Learn more and register here.
The COCPA invites you to participate in the prestigious Women to Watch + Everyday Heroes & Heroines Awards by submitting your nominations by September 9, 2024.
Don’t let their hard work go unnoticed! Take a moment to celebrate those in your community who elevate our profession to new heights.
Submit your nomination and register to attend the awards ceremony on November 6th, 2024 here.
Let’s come together to acknowledge and celebrate the incredible contributions that make our community strong!
The COCPA gives you an excellent opportunity to develop your skills in this area, while also expanding your network, by speaking at the COCPA Business & Industry Conference on October 23, 2024. This event covers critical economic trends, technological advancements, and regulatory issues impacting business organizations.
We invite you to share your expertise and encourage you to submit your profile here today.
Don't miss the final two opportunities to network and celebrate summer with your peers:
Join us on July 25 at Top Golf Centennial from 5:30 – 7:30 pm.
Then be sure to join us for Crafty Pairings: Brews & Bites on August 28, from 5 – 7:30 pm at Blue Moon Brewery, 3750 Chestnut Place, Denver, CO 80216.
Register here for either, or both, events.
(Please note: both events will have non-alcoholic options available.)
The COCPA invites you to participate in the prestigious Women to Watch + Everyday Heroes & Heroines Awards by submitting your nominations by September 9, 2024.
Don’t let their hard work go unnoticed! Take a moment to celebrate those in your community who elevate our profession to new heights.
Submit your nomination and register to attend the awards ceremony on November 6th, 2024 here.
Let’s come together to acknowledge and celebrate the incredible contributions that make our community strong!
The COCPA gives you an excellent opportunity to develop your skills in this area, while also expanding your network, by speaking at the COCPA Business & Industry Conference on October 23, 2024. This event covers critical economic trends, technological advancements, and regulatory issues impacting business organizations.
We invite you to share your expertise and encourage you to submit your profile here today.
Don't miss the final two opportunities to network and celebrate summer with your peers:
Join us on July 25 at Top Golf Centennial from 5:30 – 7:30 pm.
Then be sure to join us for Crafty Pairings: Brews & Bites on August 28, from 5 – 7:30 pm at Blue Moon Brewery, 3750 Chestnut Place, Denver, CO 80216.
Register here for either, or both, events.
(Please note: both events will have non-alcoholic options available.)
Read the Full Blog Post by Gelinas here to understand how these legislative changes may affect your practice and the profession.
Visit the COCPA advocacy page for future updates on how COCPA advocates for you and consider supporting these advocacy efforts through a donation to the CPA-Political Action Committee, which is used to fund election campaigns of Colorado legislators that will listen to the voice of CPAs.
Key topics included:
Notably, the 2023 season saw a 7% rise in return submissions, largely due to a flat $800 TABOR refund, causing delays in mail and refund processing. The Taxpayer Helpline also faced significant wait times, but the Tax Practitioner Hotline remained effective. Improvements in K-1 submission integration were acknowledged, showing positive feedback from previous years' suggestions.
With the close of the 2024 Legislative session, on their implementation for future tax years.
For a detailed review, read the full blog post.
If you have issues or strategic themes for future discussions, please complete this form to share your experiences.
Your membership dues help the COCPA maintain this key advocacy relationship with the Colorado Department of Revenue. If you are not yet a member, the Firm encourages you to join the COCPA today!
The COCPA Women’s Summit connects CPAs across all practice areas to discuss issues relevant to women.
Key Sessions will cover:
Engage with a vibrant community of female professionals and gain new perspectives to enhance your career. Don’t miss this opportunity to be part of an empowering and inspiring event!
Learn more and register here.
COCPA’s See Me Series highlights compelling stories of diversity, equity, and inclusion. These virtual events, free for COCPA members, are open to everyone, spotlighting personal experiences with DE&I issues. Join us to hear these powerful stories and gain valuable insights.
View all upcoming events and previously recorded sessions here.
Read the Full Blog Post by Gelinas here to understand how these legislative changes may affect your practice and the profession.
Visit the COCPA advocacy page for future updates on how COCPA advocates for you and consider supporting these advocacy efforts through a donation to the CPA-Political Action Committee, which is used to fund election campaigns of Colorado legislators that will listen to the voice of CPAs.
Key topics included:
Notably, the 2023 season saw a 7% rise in return submissions, largely due to a flat $800 TABOR refund, causing delays in mail and refund processing. The Taxpayer Helpline also faced significant wait times, but the Tax Practitioner Hotline remained effective. Improvements in K-1 submission integration were acknowledged, showing positive feedback from previous years' suggestions.
With the close of the 2024 Legislative session, on their implementation for future tax years.
For a detailed review, read the full blog post.
If you have issues or strategic themes for future discussions, please complete this form to share your experiences.
Your membership dues help the COCPA maintain this key advocacy relationship with the Colorado Department of Revenue. If you are not yet a member, the Firm encourages you to join the COCPA today!
The COCPA Women’s Summit connects CPAs across all practice areas to discuss issues relevant to women.
Key Sessions will cover:
Engage with a vibrant community of female professionals and gain new perspectives to enhance your career. Don’t miss this opportunity to be part of an empowering and inspiring event!
Learn more and register here.
COCPA’s See Me Series highlights compelling stories of diversity, equity, and inclusion. These virtual events, free for COCPA members, are open to everyone, spotlighting personal experiences with DE&I issues. Join us to hear these powerful stories and gain valuable insights.
View all upcoming events and previously recorded sessions here.
Why You Should Speak at the B&I Conference:
Elevate Your Skills & Showcase Your Expertise: Speaking at this conference is an excellent way to enhance your professional portfolio and broaden your career experience while developing your presentation skills. We are looking for speakers on topics such as:
Expand Your Network: Networking is crucial to your career at the firm, and this conference provides the perfect platform to connect with industry professionals, and, ultimately, potential clients.
Ready to get involved? Don't miss this chance to showcase your expertise, strengthen your reputation as a thought leader, and advance your career.
Submit your speaker application here.
Thank you to everyone who took the national pipeline surveys! With support from state societies and partners across the profession, the National Pipeline Advisory Group (NPAG) received feedback from more than 7,800 students and accounting professionals.
Why You Should Speak at the B&I Conference:
Elevate Your Skills & Showcase Your Expertise: Speaking at this conference is an excellent way to enhance your professional portfolio and broaden your career experience while developing your presentation skills. We are looking for speakers on topics such as:
Expand Your Network: Networking is crucial to your career at the firm, and this conference provides the perfect platform to connect with industry professionals, and, ultimately, potential clients.
Ready to get involved? Don't miss this chance to showcase your expertise, strengthen your reputation as a thought leader, and advance your career.
Submit your speaker application here.
Thank you to everyone who took the national pipeline surveys! With support from state societies and partners across the profession, the National Pipeline Advisory Group (NPAG) received feedback from more than 7,800 students and accounting professionals.
Meet Alexandra “Alexie” Tune: An Experienced Leader at Deloitte
Alexie Tune, CPA, Managing Director, Audit & Assurance, Deloitte, Denver has more than 25 years of experience, including leadership roles in various organizations and boards. Tune emphasizes critical thinking and adaptability as essential skills for CPAs navigating today's rapidly changing landscape. She attributes her long-time involvement in the COCPA as a critical success factor in her career. Tune recently served as the President of the Educational Foundation of the COCPA, whose mission is to promote the study and teaching of accounting in Colorado. Her dedication to education and community involvement underscores her commitment to the profession's growth and development.
Diego Baca: Encouraging a Diverse & Involved Profession
As Diego Baca’s term as COCPA Board Chair comes to an end, he recently reflected on the diverse experiences and shared passion that define the accounting profession. His tenure has been marked by a commitment to inclusivity and engagement, urging members to actively contribute to the profession's evolution:
"I ask each of you to find one simple way to get more involved with the COCPA this year," he urges. "Whether it’s joining a committee; speaking on a technical topic; helping young, aspiring accountants navigate their own path; or just popping into the office to hang out, we need your influence now more than ever."
- Diego Baca, CPA, Assurance Senior Manager at EY
For more insights from Diego Baca, read the COCPA blog post here
We encourage you to consider advancing your career and impacting your accounting community by getting involved with the COCPA. Find volunteer opportunities that vary in time commitment, by clicking here.
Read Bio
Managing Director, Audit & Assurance, Deloitte, Denver
Follow On
Managing Director, Audit & Assurance, Deloitte, Denver
Follow On
Read Bio
Assurance Senior Manager, EY
Follow On
Assurance Senior Manager, EY
Follow On
Register for one, or all, of the events in this series:
Sip and Socialize: Wine Tasting | May 9, 2024 | 5 – 8 pm
Join us at Bigsby’s Folly, a historic craft winery in Denver’s RiNo District. Experience a "Blind Tasting" adventure with 3 red and 3 white wines in an interactive matching game. Connect with colleagues in a relaxed setting. Bigsby’s is always one of the most popular events, so register now as space is limited to the first 50 people. Learn more and register here.
Baseball and Banter | June 19, 2024 | 6 – 9 pm
Cheer on the Colorado Rockies as they take on the Los Angeles Dodgers and Shohei Ohtani! Join us at the Silver Bullet Bar on the Party Deck before the game for some pre-game mingling. Your ticket comes with reserved seating in section L309. Bring along colleagues, clients, family, and friends for a fun night at beautiful Coors Field. Register here.
Meet Alexandra “Alexie” Tune: An Experienced Leader at Deloitte
Alexie Tune, CPA, Managing Director, Audit & Assurance, Deloitte, Denver has more than 25 years of experience, including leadership roles in various organizations and boards. Tune emphasizes critical thinking and adaptability as essential skills for CPAs navigating today's rapidly changing landscape. She attributes her long-time involvement in the COCPA as a critical success factor in her career. Tune recently served as the President of the Educational Foundation of the COCPA, whose mission is to promote the study and teaching of accounting in Colorado. Her dedication to education and community involvement underscores her commitment to the profession's growth and development.
Diego Baca: Encouraging a Diverse & Involved Profession
As Diego Baca’s term as COCPA Board Chair comes to an end, he recently reflected on the diverse experiences and shared passion that define the accounting profession. His tenure has been marked by a commitment to inclusivity and engagement, urging members to actively contribute to the profession's evolution:
"I ask each of you to find one simple way to get more involved with the COCPA this year," he urges. "Whether it’s joining a committee; speaking on a technical topic; helping young, aspiring accountants navigate their own path; or just popping into the office to hang out, we need your influence now more than ever."
- Diego Baca, CPA, Assurance Senior Manager at EY
For more insights from Diego Baca, read the COCPA blog post here
We encourage you to consider advancing your career and impacting your accounting community by getting involved with the COCPA. Find volunteer opportunities that vary in time commitment, by clicking here.
Read Bio
Managing Director, Audit & Assurance, Deloitte, Denver
Follow On
Managing Director, Audit & Assurance, Deloitte, Denver
Follow On
Read Bio
Assurance Senior Manager, EY
Follow On
Assurance Senior Manager, EY
Follow On
Register for one, or all, of the events in this series:
Sip and Socialize: Wine Tasting | May 9, 2024 | 5 – 8 pm
Join us at Bigsby’s Folly, a historic craft winery in Denver’s RiNo District. Experience a "Blind Tasting" adventure with 3 red and 3 white wines in an interactive matching game. Connect with colleagues in a relaxed setting. Bigsby’s is always one of the most popular events, so register now as space is limited to the first 50 people. Learn more and register here.
Baseball and Banter | June 19, 2024 | 6 – 9 pm
Cheer on the Colorado Rockies as they take on the Los Angeles Dodgers and Shohei Ohtani! Join us at the Silver Bullet Bar on the Party Deck before the game for some pre-game mingling. Your ticket comes with reserved seating in section L309. Bring along colleagues, clients, family, and friends for a fun night at beautiful Coors Field. Register here.
What sets LeadFit apart from other programs? Hosted by the Colorado Society of CPAs (COCPA), LeadFit is built on the COCPA’s unwavering commitment to cultivating communities of supportive peer networks and enhancing employer experiences. Not only do participants take away valuable leadership skills, but also enrich the connection with employer sponsors and spark lifelong relationships that propel professional development.
LeadFit sessions are scheduled from June-November, delivering 3 virtual half days and 2 in-person full days of learning for a total of 24 CPE credits.
This is the 11th year that LeadFit has been offered through the COCPA. Previous attendees from Colorado’s Largest Global Accounting Firms include:
| 2023 | Grant Van Dyke | PwC |
| 2023 | Emily Ludtke | PwC |
| 2019 | Evelyn Kelley | EY |
| 2016 | Khadyja Kelley | Grant Thornton |
| 2015 | Claire Woodward | Grant Thornton |
| 2014 | Sara Trapp | KPMG |
| 2013 | Emily Ballard | PwC |
| 2012 | Jillian English Schulz | Grant Thornton |
| 2012 | Chele Zavik | EY |
Registration is now open and space is limited. Find more information and register here.
The COCPA Diversity, Equity & Inclusion (DE&I) committee is hosting a series of events focused on mental health, "For Me: Grow Your Mindset and Supercharge Your Skills". Click here to register for upcoming events and find recordings of past events on the main series webpage.
And if you are interested in being part of the COCPA DE&I Committee, please email Stacy Svendsen, Engagement and Programs Specialist, stacy@cocpa.org.
Additionally, valuable content from COCPA member Kaitlin Borncamp, CPA, can be accessed by members on the COCPA Resource Center. Kaitlin spent 10 years at EY and has transitioned to the wellness space where she leverages her past experience to help others in the accounting profession.
Stay well-informed and supported during this hectic season.
What sets LeadFit apart from other programs? Hosted by the Colorado Society of CPAs (COCPA), LeadFit is built on the COCPA’s unwavering commitment to cultivating communities of supportive peer networks and enhancing employer experiences. Not only do participants take away valuable leadership skills, but also enrich the connection with employer sponsors and spark lifelong relationships that propel professional development.
LeadFit sessions are scheduled from June-November, delivering 3 virtual half days and 2 in-person full days of learning for a total of 24 CPE credits.
This is the 11th year that LeadFit has been offered through the COCPA. Previous attendees from Colorado’s Largest Global Accounting Firms include:
| 2023 | Grant Van Dyke | PwC |
| 2023 | Emily Ludtke | PwC |
| 2019 | Evelyn Kelley | EY |
| 2016 | Khadyja Kelley | Grant Thornton |
| 2015 | Claire Woodward | Grant Thornton |
| 2014 | Sara Trapp | KPMG |
| 2013 | Emily Ballard | PwC |
| 2012 | Jillian English Schulz | Grant Thornton |
| 2012 | Chele Zavik | EY |
Registration is now open and space is limited. Find more information and register here.
The COCPA Diversity, Equity & Inclusion (DE&I) committee is hosting a series of events focused on mental health, "For Me: Grow Your Mindset and Supercharge Your Skills". Click here to register for upcoming events and find recordings of past events on the main series webpage.
And if you are interested in being part of the COCPA DE&I Committee, please email Stacy Svendsen, Engagement and Programs Specialist, stacy@cocpa.org.
Additionally, valuable content from COCPA member Kaitlin Borncamp, CPA, can be accessed by members on the COCPA Resource Center. Kaitlin spent 10 years at EY and has transitioned to the wellness space where she leverages her past experience to help others in the accounting profession.
Stay well-informed and supported during this hectic season.
One example of this is the Tax Relief for American Families and Workers Act which is working its way through the legislative process. The Society continues to provide updates and summaries of this, and other key issues, both federally and state specific, for its members and their clients. Updates can include sharing out the information through NewsQuick and/or the COCPA blog. Members have full access to both of these information sources along with COCPA’s Resource Center.
Here is just a sampling of what members saw in their recent issues of NewsQuick:
Interested in any, or all, of these COCPA member benefits? Did you know the firm will pay your annual dues? Simply go here and click on the “Join COCPA” button in the upper right corner of your screen. Then simply expense it on your next monthly report.
Having just passed the one-year mark in her role as president and chief executive officer, Gelinas offers her perspective on how members of the COCPA community are supporting one another, addressing common member challenges, and making a difference amidst the changing landscape of the profession. Gelinas, who began her career at EY, became the Society’s newest CEO in September 2022.
Read the full article in the Winter 2024 NewsAccount. NewsAccount is the official quarterly publication of the COCPA, and is also available digitally. NewsAccount is another benefit of membership, taking an in-depth look at the accounting profession, especially in the state of Colorado. Membership is required to read the full article. Not ready to join yet, but interested in getting a pdf version of the complete article? Please send a request for the article to Derrol Moorhead at derrol@cocpa.org.
One example of this is the Tax Relief for American Families and Workers Act which is working its way through the legislative process. The Society continues to provide updates and summaries of this, and other key issues, both federally and state specific, for its members and their clients. Updates can include sharing out the information through NewsQuick and/or the COCPA blog. Members have full access to both of these information sources along with COCPA’s Resource Center.
Here is just a sampling of what members saw in their recent issues of NewsQuick:
Interested in any, or all, of these COCPA member benefits? Did you know the firm will pay your annual dues? Simply go here and click on the “Join COCPA” button in the upper right corner of your screen. Then simply expense it on your next monthly report.
Having just passed the one-year mark in her role as president and chief executive officer, Gelinas offers her perspective on how members of the COCPA community are supporting one another, addressing common member challenges, and making a difference amidst the changing landscape of the profession. Gelinas, who began her career at EY, became the Society’s newest CEO in September 2022.
Read the full article in the Winter 2024 NewsAccount. NewsAccount is the official quarterly publication of the COCPA, and is also available digitally. NewsAccount is another benefit of membership, taking an in-depth look at the accounting profession, especially in the state of Colorado. Membership is required to read the full article. Not ready to join yet, but interested in getting a pdf version of the complete article? Please send a request for the article to Derrol Moorhead at derrol@cocpa.org.
The COCPA uses donations made to the CPA Political Action Committee (PAC) to support future legislators who create a positive legislative environment for Colorado businesses and professionals.
The COCPA is hosting a day at the capitol on Jan. 25 where you can learn more about the political process in Colorado and represent the accounting profession in building important relationships. With a $150 donation to the CPA-PAC, you can secure your seat at the table to represent the accounting community and experience first hand the legislative process.
Interesting fact: There are currently no CPAs represented in the Colorado State Legislature (making it even more imperative that you show up and show out).
This is an excellent opportunity to “dip your toes” into the political process and attendance is limited to only 15 attendees. Learn more here.
Interesting fact: The Capitol building was designed by Elijah E. Myers, and its construction lasted from 1886 through 1901. The Colorado Capitol was designed on an axis in the form of a Greek cross and resembles the basic design of the nation’s Capitol in Washington, D.C. In 1908 Colorado gold miners made a gift of 200 ounces of gold to gild the dome.
The COCPA is dedicated to the career development of its members, including offering leadership development opportunities like the AICPA Leadership Academy and COCPA’s LeadFit program. It also extends a variety of volunteer opportunities that support the Society and the accounting profession to help members put leadership skills into practice.
Colorado has been a strong supporter of the AICPA Leadership Academy and has had representation almost every year since its inception in 2009. The Society is proud to have supported Cody and Kristin in 2023, both of whom have been actively involved in the work of the COCPA and helping build the profession.
Many of the following past participants have held leadership positions at the COCPA:
What is the Leadership Academy?
This four-day leadership program for emerging accounting and finance professionals engages candidates in a self-examination of leadership, what that means and how that impacts their personal life, career path, and the accounting profession.
The academy exposes the next generation of leaders to strong ethics and service while providing them with the strategies to forge relationships, to expand their competencies and empower them to become a leader within their organization, community and the accounting profession.
What is the COCPA’s LeadFit Program?
The COCPA’s LeadFit Program helps accounting professionals transition from an individual contributor to an effective supervisor by learning how to interact with, lead, and manage others while also networking with their colleagues in the program. Delivered over two half days and two full days, from June-November, this program will challenge you to step up and become the leader you and your team deserve. Watch for more information on the 2024 cohort coming your way soon.
The COCPA uses donations made to the CPA Political Action Committee (PAC) to support future legislators who create a positive legislative environment for Colorado businesses and professionals.
The COCPA is hosting a day at the capitol on Jan. 25 where you can learn more about the political process in Colorado and represent the accounting profession in building important relationships. With a $150 donation to the CPA-PAC, you can secure your seat at the table to represent the accounting community and experience first hand the legislative process.
Interesting fact: There are currently no CPAs represented in the Colorado State Legislature (making it even more imperative that you show up and show out).
This is an excellent opportunity to “dip your toes” into the political process and attendance is limited to only 15 attendees. Learn more here.
Interesting fact: The Capitol building was designed by Elijah E. Myers, and its construction lasted from 1886 through 1901. The Colorado Capitol was designed on an axis in the form of a Greek cross and resembles the basic design of the nation’s Capitol in Washington, D.C. In 1908 Colorado gold miners made a gift of 200 ounces of gold to gild the dome.
The COCPA is dedicated to the career development of its members, including offering leadership development opportunities like the AICPA Leadership Academy and COCPA’s LeadFit program. It also extends a variety of volunteer opportunities that support the Society and the accounting profession to help members put leadership skills into practice.
Colorado has been a strong supporter of the AICPA Leadership Academy and has had representation almost every year since its inception in 2009. The Society is proud to have supported Cody and Kristin in 2023, both of whom have been actively involved in the work of the COCPA and helping build the profession.
Many of the following past participants have held leadership positions at the COCPA:
What is the Leadership Academy?
This four-day leadership program for emerging accounting and finance professionals engages candidates in a self-examination of leadership, what that means and how that impacts their personal life, career path, and the accounting profession.
The academy exposes the next generation of leaders to strong ethics and service while providing them with the strategies to forge relationships, to expand their competencies and empower them to become a leader within their organization, community and the accounting profession.
What is the COCPA’s LeadFit Program?
The COCPA’s LeadFit Program helps accounting professionals transition from an individual contributor to an effective supervisor by learning how to interact with, lead, and manage others while also networking with their colleagues in the program. Delivered over two half days and two full days, from June-November, this program will challenge you to step up and become the leader you and your team deserve. Watch for more information on the 2024 cohort coming your way soon.
In Colorado, beginning on Dec. 30, 2023, the CPA exam window has been permanently extended from the current 18-month window to a 30-month window, which COCPA supported through its advocacy efforts.
The new CPA Evolution-aligned Uniform CPA Exam will launch in January 2024. There are three Core sections, which all candidates must take:
Candidates will then select one of the following Disciplines:
For those that started the exam process prior to 2024, there is good news. Previously passed Exam section credits that have not expired prior to Jan. 1, 2024, can count toward the CPA Evolution-aligned Exam — and any unexpired Exam credits on that date which would expire between Jan. 1, 2024, and June 29, 2025, are extended until June 30, 2025.
In addition to providing its members with current news updates like this, the COCPA offers a variety of resources to help CPA candidates succeed:
If you have questions or need additional support in your CPA Exam process, reach out to COCPA at info@cocpa.org.
In the Tax Community you can find answers, share your knowledge and keep apprised of professional tax hot topics from your peers.. Members have recently discussed:
In Colorado, beginning on Dec. 30, 2023, the CPA exam window has been permanently extended from the current 18-month window to a 30-month window, which COCPA supported through its advocacy efforts.
The new CPA Evolution-aligned Uniform CPA Exam will launch in January 2024. There are three Core sections, which all candidates must take:
Candidates will then select one of the following Disciplines:
For those that started the exam process prior to 2024, there is good news. Previously passed Exam section credits that have not expired prior to Jan. 1, 2024, can count toward the CPA Evolution-aligned Exam — and any unexpired Exam credits on that date which would expire between Jan. 1, 2024, and June 29, 2025, are extended until June 30, 2025.
In addition to providing its members with current news updates like this, the COCPA offers a variety of resources to help CPA candidates succeed:
If you have questions or need additional support in your CPA Exam process, reach out to COCPA at info@cocpa.org.
In the Tax Community you can find answers, share your knowledge and keep apprised of professional tax hot topics from your peers.. Members have recently discussed:
To date, the Foundation has awarded a total of $2,361,900 to deserving accounting students graduating from Colorado colleges and universities since its inception in 1958. A ____{insert firm name here}____ named scholarship is awarded by the Foundation annually, from which many of our very own interns and full-time staff have benefited.
We encourage you to consider supporting the Foundation on Colorado Gives Day on Dec. 5. Your donation will have a sixfold impact thanks to our generous matching donors. Your donation could support one of your future co-workers!
The COCPA is available to help members with licensure issues or with questions about license renewal. As part of the renewal process, CPAs must attest to having completed 80-hours of qualified continuing education between Jan. 1, 2022 and Dec. 31, 2023. While documentation is not required to be submitted as part of the renewal process, it is important to maintain all certificates in case of a continuing education audit.
As a member benefit, the COCPA offers a convenient online tool to manage all of your CPE certificates in one easy to use location which can be found in your online account at COCPA.org.
In response to significant health, economic, education, and travel disruptions resulting in CPA Examination candidate hardships, the Colorado State Board of Accountancy will extend credit through June 30, 2025, for CPA Examination credits that expired from January 30, 2020(1) through May 11, 2023(2), which have not been subsequently replaced by new credits for the same sections.
If you have questions or concerns about this program, please contact cri@nasba.org
For any additional licensure assistance, you may also contact the COCPA via email at info@cocpa.org or via the online chat feature at www.cocpa.org
(1) The United States Department of Health and Human Services declared a national Public Health Emergency.
(2)The United States Department of Health and Human Services announced the expiration of the national Public Health Emergency.
To date, the Foundation has awarded a total of $2,361,900 to deserving accounting students graduating from Colorado colleges and universities since its inception in 1958. A ____{insert firm name here}____ named scholarship is awarded by the Foundation annually, from which many of our very own interns and full-time staff have benefited.
We encourage you to consider supporting the Foundation on Colorado Gives Day on Dec. 5. Your donation will have a sixfold impact thanks to our generous matching donors. Your donation could support one of your future co-workers!
The COCPA is available to help members with licensure issues or with questions about license renewal. As part of the renewal process, CPAs must attest to having completed 80-hours of qualified continuing education between Jan. 1, 2022 and Dec. 31, 2023. While documentation is not required to be submitted as part of the renewal process, it is important to maintain all certificates in case of a continuing education audit.
As a member benefit, the COCPA offers a convenient online tool to manage all of your CPE certificates in one easy to use location which can be found in your online account at COCPA.org.
In response to significant health, economic, education, and travel disruptions resulting in CPA Examination candidate hardships, the Colorado State Board of Accountancy will extend credit through June 30, 2025, for CPA Examination credits that expired from January 30, 2020(1) through May 11, 2023(2), which have not been subsequently replaced by new credits for the same sections.
If you have questions or concerns about this program, please contact cri@nasba.org
For any additional licensure assistance, you may also contact the COCPA via email at info@cocpa.org or via the online chat feature at www.cocpa.org
(1) The United States Department of Health and Human Services declared a national Public Health Emergency.
(2)The United States Department of Health and Human Services announced the expiration of the national Public Health Emergency.
[If your firm IS getting a table, share the below]
Join us at CPAs Make a Difference, an annual event hosted by the Colorado Society of CPAs.
Our firm will be in attendance at a dedicated table to celebrate the newly registered CPAs on our team along with family and friends.
November 09, 2023 | 5:30 – 9:00 pm
Westin Denver Downtown | 1672 Lawrence St, Denver, CO 80202
Learn more at cocpa.org/CPAsMakeaDiff
[If your firm IS NOT getting a table, but will reimburse those attending, share the below]
Join your peers from around the state at CPAs Make a Difference, an annual event hosted by the Colorado Society of CPAs.
Newly registered CPAs will be recognized and celebrated among family and friends. Experienced CPAs can attend to show their support for their colleagues and the furthering of our shared profession.
To honor this milestone event, our firm will reimburse all those in attendance!
November 09, 2023 | 5:30 – 9:00 pm
Westin Denver Downtown | 1672 Lawrence St, Denver, CO 80202
Learn more at cocpa.org/CPAsMakeaDiff
[If your firm is NOT getting a table NOR reimbursing, share the below to promote individual purchase]
Join your peers from around the state at CPAs Make a Difference, an annual event hosted by the Colorado Society of CPAs.
Newly registered CPAs will be recognized and celebrated among family and friends. Experienced CPAs can attend to show their support for their colleagues.
This is an event for all CPAs. Register individually to help welcome the future of our profession.
November 09, 2023 | 5:30 – 9:00 pm
Westin Denver Downtown | 1672 Lawrence St, Denver, CO 80202
Learn more at cocpa.org/CPAsMakeaDiff
[If your firm IS getting a table, share the below]
Join us at CPAs Make a Difference, an annual event hosted by the Colorado Society of CPAs.
Our firm will be in attendance at a dedicated table to celebrate the newly registered CPAs on our team along with family and friends.
November 09, 2023 | 5:30 – 9:00 pm
Westin Denver Downtown | 1672 Lawrence St, Denver, CO 80202
Learn more at cocpa.org/CPAsMakeaDiff
[If your firm IS NOT getting a table, but will reimburse those attending, share the below]
Join your peers from around the state at CPAs Make a Difference, an annual event hosted by the Colorado Society of CPAs.
Newly registered CPAs will be recognized and celebrated among family and friends. Experienced CPAs can attend to show their support for their colleagues and the furthering of our shared profession.
To honor this milestone event, our firm will reimburse all those in attendance!
November 09, 2023 | 5:30 – 9:00 pm
Westin Denver Downtown | 1672 Lawrence St, Denver, CO 80202
Learn more at cocpa.org/CPAsMakeaDiff
[If your firm is NOT getting a table NOR reimbursing, share the below to promote individual purchase]
Join your peers from around the state at CPAs Make a Difference, an annual event hosted by the Colorado Society of CPAs.
Newly registered CPAs will be recognized and celebrated among family and friends. Experienced CPAs can attend to show their support for their colleagues.
This is an event for all CPAs. Register individually to help welcome the future of our profession.
November 09, 2023 | 5:30 – 9:00 pm
Westin Denver Downtown | 1672 Lawrence St, Denver, CO 80202
Learn more at cocpa.org/CPAsMakeaDiff
You can have a direct impact on supporting legislation that will benefit your firm, your staff, your clients by contributing to the CPA-PAC. Learn more & donate here →
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Did you know your COCPA membership is 100% reimbursable by your firm? Simply join here and submit the expense. Not quite sure, but interested in learning more about the COCPA? Visit us at cocpa.org. If you have specific questions about membership, please contact Derrol Moorhead, Director of Member and Business Development at derrol@cocpa.org or 303-741-8624.
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