Elevating Learning, Connection, and Celebration 🏔️

The Colorado Society of CPAs (COCPA) proudly presents the inaugural PEAK Colorado Accounting and Finance Summit—a premier gathering designed to inspire, educate, and connect Colorado’s accounting and finance professionals.

This dynamic event will bring together CPAs, financial leaders, and industry experts for a rich collection of engaging programs focused on professional development, innovation, and leadership.

What to Expect at PEAK

Cutting-Edge Education:
Participate in CPE-eligible sessions tailored to meet the evolving needs of accounting and finance professionals. Topics will span technical updates, regulatory changes, emerging technologies, leadership skills, and more—ensuring you stay current and compliant with CPE requirements.
Networking and Collaboration:
Join a vibrant community of professionals through structured networking events and informal gatherings. Build meaningful connections with peers, industry leaders, and potential mentors who can help you thrive both personally and professionally.
Engagement Opportunities:
Explore hands-on workshops, panel discussions, and interactive sessions designed to foster collaboration and share practical insights that you can apply immediately in your practice or organization.

REGISTER TODAY

Take advantage of early bird registration,
prices go up on July 16.

🏔️ 2025 PEAK KEYNOTE SPEAKERS

Terrell Lamar Davis is a Pro Football Hall of Famer, Super Bowl XXXII MVP, and former Denver Broncos running back. A sixth-round draft pick in 1995, Davis defied the odds, leading the Broncos to back-to-back Super Bowl victories and earning the 1998 NFL MVP title after rushing for over 2,000 yards. Known for his grit, leadership, and iconic "Mile High Salute," Davis remains the Broncos’ all-time leading rusher. Since retiring, he has become a sought-after speaker, sharing insights on perseverance, teamwork, and achieving peak performance. His story inspires audiences to push past limitations and embrace a championship mindset.

He'll join us at the 2025 PEAK: Colorado Accounting and Finance Summit for a fireside chat.

What happens when a CPA, yogi, and business innovator walks into a keynote? You get Amy Vetter and her transformative Fulfillment ROI™ approach. Discover how personal well-being fuels professional performance—and why the future of leadership is personal.

Amy Vetter Amy Vetter, CPA, CITP, CGMA, MBA, and Certified Speaking Professional (CSP), is a transformative keynote speaker and the CEO of The B3 Method Institute and B3 Yoga. With a distinctive voice in the fields of accounting, finance, mindfulness, and leadership, Amy has inspired thousands at hundreds of events through her interactive keynotes. Creator of the B3 Method® for Business, Balance & Bliss, Amy provides ongoing learning to enable professionals to achieve their potential in work and life. Her speaking topics cover mindful technology use, change management, connected leadership, and work-life harmony®. Her prowess as a speaker has been recognized by titles such as “Most Powerful Women in Accounting” by the AICPA & CPA Practice Advisor.

NOT JUST ANOTHER AGENDA—THIS ONE’S BUILT TO DELIVER. 🏔️

Every session at PEAK was handpicked for its energy, interactivity, and relevance—led by nationally recognized speakers and aligned with your learning goals. No filler. Just high-impact experiences that meet you where you are.

Start off on the right foot Join us for Hands On, Dive In: From Zero to Daily Use with Generative AI

Generative AI is transforming the accounting world, but how do you make it work for you? Roll up your sleeves, fire up your laptop, and get ready to dive in during this immersive, multi-hour session.

Join instructor Wesley Hartman as we start with a foundational overview of Generative AI—how it works and why it matters. From there, you’ll jump into hands-on exercises designed to get you comfortable using Generative AI tools and showcasing their potential. Through guided activities, you'll build, prompt, and test your way to stronger skills and deeper understanding.

K2 Tech update

💻 Randy Johnston is bringing his legendary K2 Tech Update to PEAK! Discover the newest tech, apps, and tools that top firms are using to stay ahead. Walk away with practical tools you can put to work immediately.

🔍 What’s in your tech stack? Find out what’s hot, what’s not, and what’s worth your investment.

Randy Johnston, K2 Enterprises
Day 1 | 12:35 PM - 1:50 PM MST

Fire starter/Fire fighter

🔥 Feeling the stress? Doug Slaybaugh will help you reignite your passion and find real career satisfaction in his session: Fire Starter / Fire Fighter. Because thriving in this profession should never come at the cost of your well-being.

🙌 Step back. Recalibrate. Come back stronger.

Doug Slaybaugh, CPCC, PCC, CPA, CGMA, The CPA Coach
Day 1 | 2:00 PM - 2:50 PM MST

The art of financial storytelling

📊 Data is powerful—but only if it speaks. In The Art of Financial Storytelling with Jim Lindell, you’ll learn how to transform numbers into insights that move people and decisions.

Perfect for emerging leaders and client-facing professionals.

Jim Lindell, Thorsten Consulting
Day 1 | 10:50 AM - 12:05 PM MST

Remote and hybrid work are here to stay

🏠 Remote & hybrid work aren’t trends—they’re the new normal. In this timely session, David Barnett shares 5 years of lessons in leading, managing, and optimizing distributed teams.

Build a better work culture, wherever your team logs in from.

David Barnett, CPA, CMA, Superior Steel
Day 2 | 2:45 PM - 3:35 PM MST

Transitioning from a great bookkeeper to a great advisor

📈 The move from bookkeeper to trusted advisor is transformational.

Join our panel of experts, including Jim Gilbert and Tiffany Davis, who’ve made the leap and are thriving because of it.

Whether you're early in your career or thinking about your next step—this session will expand your vision.

Jim Gilbert, CPA, CITP, CGMA
Tiffany Davis, CPA, Discovery Accounting
Day 1 | 3:10 PM - 4:00 PM MST

Is your business wobbling?

📉 Jim Lindell uses real-world case studies to reveal the subtle signs of business instability. In Is Your Business Wobbling?, you’ll get tools and frameworks to assess and stabilize your operation before it’s too late.

Ideal for CFOs, firm owners, and anyone leading through change.

Jim Lindell, Thorsten Consulting
Day 1 | 9:30 AM - 10:45 AM MST

View the Full Agenda

The Grand Finale: CPAs Make a Difference Gala

The Summit will culminate with the highly anticipated CPAs Make a Difference Gala, a tradition beloved by COCPA members for over 20 years.

This annual celebration recognizes the contributions of CPAs who are making a positive impact in their communities and the profession.

CPAs Make a Difference is not just an event—it’s a testament to the dedication, service, and leadership of Colorado’s accounting professionals.

Together, we'll
reach new heights 🏔️

Register for the hands-on AI session, PEAK, CPAs Make a Difference - or all 3!

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