COCPA administers the AICPA Peer Review program for firms in Colorado, New Mexico, and Washington — ensuring quality in accounting and attestation services.
Take your career or business to the next level with group coaching designed exclusively for COCPA members. The COCPA Coaching Collaborative (CCC) offers targeted, small-group experiences led by expert coaches who understand the accounting profession inside and out.
Whether you're building your firm, regaining your energy, or leveling up your leadership, CCC gives you a trusted space to grow with guidance and accountability.
Real Growth. Real Support. Just for Members.
3 Focus Areas: Career and life transitions, practice strategy, working parents
Practical, results-driven coaching that helps CPAs and accounting professionals thrive personally and professionally.
With the COCPA Coaching Collaborative, you’ll be guided by a team of CPAs and experienced professional coaches who understand both the challenges of the accounting profession and the deeper personal journeys behind professional growth. With backgrounds spanning public accounting, leadership development, entrepreneurship, and holistic wellness, our coaches bring a powerful blend of expertise, empathy, and real-world insight. Each one is here to help you ignite your potential, build lasting skills, and create a career — and life — that truly fits you.
Kenya Haupt
Kenya, founder of Change Your Game Coaching, helps leaders grow their confidence, advance their careers, including the transition into retirement, and lead more purposeful lives. A PCC and Certified Professional Coach with over 30 years at PwC in human capital and leadership development, she brings deep real-world experience to every engagement. Kenya also serves as a Lead Trainer and mentor coach for iPEC, guiding aspiring coaches while helping her clients navigate transitions with the high energy, accountability, and genuine warmth they consistently rave about.
Doug, CPA, PCC, is the founder of The CPA Coach and helps accounting firm owners, partners, and leaders become better at what they do. A former firm owner and public accounting partner with nearly 30 years in the profession, Doug has spent the past decade providing more than 10,000 hours of one-to-one coaching to leaders at more than 100 accounting firms. His work centers on the realities of running a successful practice: growth, pricing, profitability, capacity, succession, and leadership, including helping firms move to value pricing and away from time tracking. Known for a practical, candid, and approachable style, Doug helps firm leaders challenge assumptions, gain perspective, and turn conversations into action.
Carla, owner of 3Be Coaching and a Professional Certified Coach, helps working parents and professionals navigate the transitions that matter most — career pivots, leadership moves, and the balancing act of life. A CPA turned coach with 20+ years of experience, she spent 23 years at a Fortune 500 company, including as a founding member of its Internal Executive Coaching Team. Carla brings a serene, open-minded approach and deep expertise in advancing women, supporting new parents, and guiding leaders through change.
Each COCPA Coaching Collaborative cohort combines three private one-on-one coaching sessions with three collaborative group sessions — giving you both personalized guidance and the power of peer connection. All registrants earn 3 CPE credit hours upon completion, making this a valuable investment in both your professional development and your license requirements. Your sessions are built around busy season: one group session and one private one-on-one session in December, again in January/February, and again in April/May once tax season wraps.
Whichever cohort you choose, you'll walk away with actionable strategies, a supportive community, and a clearer path forward — all guided by coaches who truly understand the accounting profession.
Transitions by Design: Led by Kenya Haupt
Step into your next chapter with intention, clarity, and confidence.
This cohort will meet as a group on 12/16/2026, 1/20/2027 and 4/28/2027 at 12:00 PM MT.
This 6-session experience is designed for accountants navigating a career or life transition: a new role, a leadership move, a career change, or the road to retirement. Whether a change is already underway or you’re just beginning to explore what’s next, this cohort will help you reimagine what’s possible.
Through a blend of personalized coaching and meaningful peer conversations, you’ll create a clear vision and a plan for a next chapter filled with purpose, freedom, and fulfillment.
This isn’t about leaving something behind — it’s about stepping into something greater.
The CPA Practice Strategies cohort is designed for CPA firm leaders who recognize that the traditional public accounting model is no longer adequate to compete in this rapidly changing industry.
This cohort will meet as a group on 12/16/2026, 1/20/2027 and 4/28/2027 at 12:00 PM MT.
In this cohort, participants will explore the underlying constraints preventing growth, compressing margins, and creating unnecessary pressure on themselves and their teams.
Participants can expect to challenge long-held assumptions around value, pricing, and capacity, and begin replacing them with approaches that better align with today's market realities. Throughout this cohort, firm leaders will gain clarity on what is truly driving performance, and what may be quietly (or not so quietly) holding it back.
The outcome is not just new ideas, but a more intentional and effective strategy for how the firm grows, prices, and operates in this new environment.
You are navigating a demanding career and motherhood at the same time, often feeling time-starved, mentally overdrawn and pulled in a hundred directions.
This cohort will meet as a group on 12/15/2026, 1/19/2027 and 4/27/2027 at 12:00 PM MT.
This small group coaching circle is designed specifically for ambitious working moms in professional services who are ready to move from chaos to calm confidence.
It’s not about doing more. It’s about redefining success on your terms, setting boundaries that stick and having support as you navigate life as both a mom and a leader.
You are not alone, and you don’t have to figure it out on your own.
This isn’t about judging your choices or telling you how it should be done. This is about knowing what is best for your family, redefining success on your terms and making the choices that allow you to thrive as a mom and leader.
"My coach did a fantastic job of helping me look inwards to find more balance in my life and start achieving life goals that were on the back burner due to my career. I am grateful to her for increasing the balance I have in my life."
– CPA, Colorado
"Working with my coach was an outstanding experience. He helped me create a clear, actionable path forward for my business by breaking down my goals into practical steps. His deep knowledge of the CPA industry and emerging technologies like AI provided invaluable insights that shaped my strategy. He consistently followed up with thoughtful recommendations and strategies that kept me moving in the right direction. I couldn’t be more satisfied with the guidance and support I received—he truly exceeded my expectations."
– Managing Partner, CPA firm
"My coach is a gifted storyteller bringing a unique blend of executive poise and grounded power. When she stands up to speak, people don't just listen...they lean in. She has the natural ability to connect with people of all backgrounds, share her story and insights authentically and make everyone feel better for having spent time in her presence."
– Business owner
New Cohorts Launching in December 2026.
Questions?
To learn more about the COCPA Coaching Collaborative, contact Derrol Moorhead, Director of Member and Business Development.
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