COCPA Firm Circle

One relationship. One investment. All in for Colorado’s CPAs.

Your firm already invests in the profession in a dozen different ways. Firm Circle gathers them into one coordinated, discounted annual partnership, built around the people who make your firm what it is.

LET’S TALK
SEE WHAT’S INCLUDED

6,300+

COCPA members your firm connects with

1,000+

live and on-demand CPE courses

1

point of contact for everything

12

months of benefits, renewed together

You already show up for Colorado’s profession

Dues for your team. A table at the Gala. Seats at PEAK. A sponsorship here, a donation there. Each of those lands on a different desk, at a different time, through a different conversation. Firm Circle turns them into one relationship with COCPA, and one way to say thank you to your people.

FOR FIRM LEADERS

Be recognized among Colorado’s most engaged firm leaders, with a reserved seat at leadership-only events like the CEO/Legislative Update and the Legislative Reception, and a direct line to COCPA on the advocacy and legislative issues that affect your practice.

FOR YOUR FIRM

One relationship, one point of contact and one annual investment instead of a dozen separate asks. Consistent visibility across COCPA’s 6,300+ members, and a real differentiator when you’re recruiting and retaining talent.

FOR YOUR PEOPLE

Full access to the professional development, CPE, mentorship and community your team already values, including PEAK, Women’s Summit, LeadFit, COCPA Connect and Summer of Fun, bundled and in many cases priced below what they’d pay individually.

Invest in your rising leaders

A thank-you your best people will feel

Set aside a block of firm-paid memberships for the managers and senior managers you see as your future. It’s a way to recognize them and invest in their leadership growth. The seats belong to your firm, so if someone moves on, the spot simply passes to the next person you choose.

  • Firm-paid and managed by your firm
  • Volume savings that grow with your block
  • Seats stay with your firm, year after year

Build your circle

Every Firm Circle is shaped together with your firm. Start with what matters most to your team, then add what fits.

MEMBERSHIP

  • Firm-paid membership blocks
  • 100% Membership with group dues billing
  • Volume savings on memberships
  • Digital badge and recognition in COCPA publications

EVENTS AND GROWTH

  • A table at the COCPA Gala
  • PEAK: The Colorado Accounting & Finance Summit
  • Women’s Summit
  • LeadFit leadership program
  • Summer of Fun networking events
  • CR&R ethics training (2 hours CPE)

LEADERSHIP AND VISIBILITY

  • CEO/Legislative Update for firm partners at the State Capitol
  • Legislative Reception for firm leaders
  • PEAK, Gala and Women’s Summit sponsorships
  • PEAK speaking opportunities

GIVING BACK

  • Colorado Gives Day matching gift
  • Pipeline sponsorship, making student memberships free
  • Named scholarships through The Educational Foundation
  • CPA-PAC support

Simple, flexible and easy to say yes to

1

Let’s talk

A 20-minute conversation about your firm, your people and what you already do with COCPA.

2

Shape it together

We build a package around what matters most to you. Items and quantities can change anytime before you confirm.

3

One confirmation, one invoice

Confirm your selections and receive a single invoice, due within 30 days.

4

A year in the circle

Benefits are delivered across 12 months. Each year we revisit your package together based on what’s working.

Good questions

How is pricing set?

Your investment reflects the benefits you choose and the size of your membership block, with partnership discounts built in.

What if a team member leaves?

Firm-held memberships stay with your firm. Simply pass the seat to a new team member.

Can we add something mid-year?

Yes. We’ll add it at list price and true up the discount at renewal.

What about unused benefits?

Benefits are delivered across the 12-month term. Unused items, like an unclaimed registration, don’t carry over or convert to a credit.

Already a 100% Membership firm?

Wonderful. 100% Membership can be the foundation of your Firm Circle. See the firms already all in.

Let’s build your circle together

Derrol Moorhead

Talk with Derrol about COCPA Firm Circle

Derrol Moorhead, Director of Member and Business Development: derrol@cocpa.org | 303-741-8624