Speakers

Keynote

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Anna Conrad
Anna Conrad has coached and trained thousands of people in over 200 countries. She has been a sought-after expert on over 300 radio shows throughout the United States. Fast Company, Inc., Chicago Tribune, Business Journals in 43 major US cities, and many other publications have featured Anna in articles on leadership and communication. The Business Journals describe Anna as "an articulate expert who serves as a great resource for executive business-management topics”. She is the author of (R)evolution: One Man’s Leadership Journey. Her second book, Rise: Finding Your Executive Voice, will be available August 2019.
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Kristine Lemanski
Kristine Lemanski, CFO for Stratagem PC, has been a CPA for 25+ years with experience in industry, public accounting, not-for-profit and state government. She is a CPA licensed in Colorado, and a CGMA. Kristine received her Bachelor of Science in Accounting from Mesa State College (now Colorado Mesa University), where she graduated Cum Laude. She serves on the AICPA Controller's Conference planning committee and has presented at that conference.
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Mark Mulligan
Mark Mulligan, CPA, CIA, and CFE is a Audit Manager at Wells Fargo with over 20 years experience in audit and investigations. Before entering the high-flying world of internal audit he pursued a career in acting, auditioning for everything before landing the coveted role of Extra in the movies “The James Brady Story” and “Broadcast News.” He played Harold Hill in a local production of “The Music Man.” Mark has lead multiple compliance audits and conducted hundreds of internal investigations. He has been deposed and testified in court in multiple unemployment hearings. Mark is a 2-time Ironman, certified SCUBA instructor, technical diver, and baritone with the Colorado Chorale.
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Joseph Hurley
Joe Hurley is an advisor consultant for Hartford Funds and is responsible for marketing Hartford Funds in Colorado. He supports financial advisors and their clients with educational materials, product expertise, and practice-management strategies. Joe is a registered representative of Hartford Funds Distributors and is FINRA Series 6, 7 and 63 registered. Originally from Wayne, PA, Joe attended Pennsylvania State University where he received a bachelor’s degree in economics with a minor in sociology. He currently lives in Denver, CO and, in his free time, coaches 5th and 6th grade basketball in his local community.

Taxation

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Dustin Hubbard
Dustin Hubbard is a state and local tax principal at CLA. He serves clients across the country with nexus and apportionment reviews, refund studies, structure planning, and controversy. In addition, he assists in providing thought leadership and technical experience to internal CLA teams, as well as clients. He has over 15 years of public accounting experience serving technology, media and entertainment, healthcare, distribution, telecommunications, retail, transportation, manufacturing, and construction clients. Dustin is a CPA and a frequent speaker on state and local tax topics.
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Jamie Overberg
Jamie Overberg recently became a partner at TaxOpsMin LLC servicing clients in the area of tax credits specializing in the Research and Development (“R&D”) tax credit after eleven years with the firm. She has experience with R&D tax related activities from calculation, documentation, tax provision, and R&D tax controversy engagements. Previously, she spent thirteen years with the tax practice for Ernst & Young in Denver, finishing her career with E&Y as a member of their National Research and Development practice based in Washington, DC. Jamie has also experience with other tax minimization issues such as Unicap, Cost Seg, Meals and Entertainment, and Repairs and Maintenance.
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Victoria Marschner
With over 30 years of tax compliance and planning experience, Victoria has worked in a variety of organizations, both public accounting and in industry. She is a seasoned, collaborative executive with proven leadership, management and strategic planning skills. In addition to her technical tax skills, Victoria has comprehensive human resources experience and a commitment to building community. She has served on many non-profit organizations and has been a mentor to a number of students and CPAs both formally and informally. Victoria has been a speaker for a number of conferences, classes and a presenter for financial literacy and for awareness about the accounting profession.

Special Topics

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Jim Tarantino
Jim Tarantino is a manager at RSM and the National Data Analytics Champion responsible for helping RSM clients deploy practical solutions to conduct technology-enabled audits, risk assessments and investigations. Jim has over 20 years of information technology, analytics, audit, and GRC experience through roles at multiple companies including High Water Advisors, ACL Services, RTI International, and Nortel Networks. He has implemented data analytics for over 50 companies in many industries with multiple compliance needs. Jim also serves as a Senior Instructor for the MIS Training Institute, teaching courses on IT audit, data analytics, fraud analytics, and data mining for auditors.
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Michael Brooks
Mike leads Slalom’s Denver Data Science practice. Prior to Slalom, Mike has over 25 yrs’ experience in advanced analytics implementation and strategy during which he has advised organizations in developing and implementing enterprise analytics programs and strategic initiatives.

His experience includes data science, governance, technical architectures, master data management programs, self-service analytics, analytics organization structures, and other areas. Mike is a CPA. He has published several articles and whitepapers on various cognitive analytics topics and served as a speaker at venues including Wharton School of Business, Scottsdale Institute, and HIMSS.
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Mike Creeth
Mike has over 10 years of experience in consulting across various data and analytics domains. His current focus is on cloud solutions for machine learning based forecasting for big data, however he has experience across descriptive and predictive analytics, forensic analysis, IT audit, and regulatory management consulting. He has led teams on engagements focused on analytics based finance transformation, wealth and asset management analytics, tax compliance analytics, and regulatory reorganization. Mike has industry experience across a range of financial services and telecommunications clients. Mike is a licensed Certified Public Accountant.
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Ron Seigneur
Ronald L (Ron) Seigneur is managing partner of Seigneur Gustafson LLP, based in Lakewood, CO, where he specializes in business & intellectual property appraisal, economic damages, financial forensics, professional services firm consulting and taxation. Ron has served as Chief Operating Officer and CFO for a 50 attorney Denver law firm and worked with over 350 professional service firms on a wide range of practice management issues. He has published over 80 articles on business leadership, succession and exit planning strategies, reasonable compensation determinations, business valuation and related subjects. Ron has developed & taught a number of management, leadership, and advanced business valuation courses for the AICPA, ASA, NACVA, Association of Legal Administrators, CLE of Colorado, the Environmental Protection Agency, state CPA Societies, and state Bar Associations.

Accounting & Auditing

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Amanda "Jo" Erven
Amanda “Jo” Erven, CPA, CIA, CFE, has experience in external audit, internal audit, and various accounting and teaching roles. She started her career in Public Accounting at one of the Big Four firms, experienced a traditional controller role at an oilfield services company, and directed an internal audit function at a financial services Company prior to her journey as an entrepreneur.

Jo is now the President of Audit. Consulting. Education. LLC – a firm that provides progressive Internal Audit strategies and process and control improvements for companies within almost every industry.

She also teaches our next generation of Accountants at three colleges/universities in Colorado, and recently published a book on her trademarked approach to Internal Audit, entitled Total Quality Audit: How a Total Quality Mindset Can Help Internal Audit Add Real Value. Her favorite “wing” of her business, though, is her CPE training and admittedly providing her internet-based CPE’s - including her virtual “CPE Book Club” webinars - in her pajamas from her house in the country. Although, she is happy to be here with us today – and promised NOT to wear pajamas!
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Kevin O'Brien
Kevin O'Brien is an associate professor in the Department of Business Ethics and Legal Studies in the Daniels College of Business at the University of Denver. He earned his accounting and law degrees from the University of Denver and an advanced degree in taxation from New York University. He also served as a revenue agent for the Internal Revenue Service. His research interests include professional ethics for lawyers, CPAs and executives, professional codes of conduct, whistle blowing, and Sarbanes-Oxley compliance. Professor O'Brien teaches principally Accounting Ethics that analyzes key executive and professional decisions by CPAs from both an ethical and legal perspective as well as Business Law for Accountants. He also teaches Executive Business Law for the EMBA program and currently serves on the Audit and Compliance Committee of Centura Health.
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McArthur Hill
McArthur Hill is a Director of Financial, Operational and SOX auditing at Western Union. Additionally, he has led the overall audit programs for WU's Business Solutions and digital business lines. McArthur has served in a variety of other roles at WU, including Compliance, Operations, and M&A. While in Compliance he was head of a regional team for WU’s Global Field Organization, based in Australia. In that role, he served as the registered Compliance Officer for WU’s money transfer entities in Australia and New Zealand. Prior to WU, McArthur worked as a financial controller and in public accounting as an external auditor and litigation consultant.
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Raven Catlin
Raven is a globally recognized speaker and instructor in risk management and internal audit. She possesses over 19 years of diverse internal audit experience, and 15 years of instructing and facilitating a variety of courses. With this diverse experience she “helps professionals add dimensions to help them grow for a successful future." Her industry expertise and audit experience includes mortgage operations, mortgage backed securities, and capital markets. She served as an integral member of the financial restatement team for Freddie Mac. Additionally, she created project plans and coordinated the efforts of over 150 individuals responsible for correcting security pricing as part of the Fannie Mae financial restatement. Most recently, Raven performed a business process analysis and redesign (using Six Sigma and Lean) at the World Bank/IFC and a Fraud Risk Assessment for a Regional Bank and Trust Company.
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Steve Goepfert
Steve is the retired Vice President - Internal Audit for United Airlines. He served as CAE in the airline industry for over 25 years (Eastern, Continental and United).

He was the 2006-2007 Chairman of the Board for the IIA. Steve served on its Executive Committee for 6 years and the global Board for 7 years. Steve was an inaugural class inductee for the IIA’s American Hall of Distinguished Audit Practitioners, and a Victor Brink recipient.

Steve is a member of the Southern Illinois University (SIU) Foundation Board of Directors and chairs its Finance Committee (oversight for Audit, Budget and ERM). Steve was inducted into the SIU College of Business Hall of Fame in 2010.
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Steve Van Meter
Steve is a private industries assurance principal with CliftonLarsonAllen with 32 years of public accounting experience. He has extensive M&A experience and works with several private equity firms. During his career, Steve has assisted many of his clients through a successful sale of the business or acquisitions. He has also participated on Peer Reviews of other CPA firms. Steve is a frequent speaker on accounting standards for a variety of organizations and is also a guest instructor at Metropolitan State University-Denver on auditors' responsibility for detecting fraud in a financial statement audit. Steve is a member of the Colorado Society of CPAs Editorial Board, which is responsible for developing content for the bi-monthly News Account publication.

Law

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Alison Zinn
Alison Zinn is a trial attorney focused on trust and estate litigation and elder law. She is committed to helping families work through and resolve intricate situations that involve inherited property when a loved one dies as well as situations where a loved one is disabled or incapacitated. More specifically, she handles disputes concerning wills, trusts, probate fiduciaries, beneficiaries, guardianships, and conservatorships. Alison also accepts appointments to serve as guardian ad litem. Alison is well-versed in all areas of trial strategy. Despite her experience with large and complex matters, Alison also enjoys working closely with families on a much smaller scale.
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Janine Guillen
Janine is a partner at Anderson & Jahde PC. She practices in Estate Planning, Business Planning, Probate and Trust Administration, Tax, Corporate Law, Incapacity Planning (including Guardianships and Conservatorships), Litigation, and Health Care Law. Janine has represented hundreds of clients in all stages of the planning process. Janine is a frequently requested teacher and speaker. She teaches continuing education classes for CPAs, wealth advisors, insurance professionals, health care practitioners and attorneys.
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Josh Seedig
Josh is the Experis Finance West Region Risk Advisory Practice Leader and responsible for strategy, engagement coordination and delivery execution throughout the market. He has 18+ years of working experience including significant time at Ernst & Young, Western Union and Charles Schwab. He provides executive consulting, framework development and implementation solutions for privacy regulation including GDPA and California Consumer Privacy Act (CCPA). Josh provides thought leadership and best practice insights on IT security and cybersecurity. As a rare Colorado native, he enjoys a combination of worldwide travel as well as hiking, camping, and skiing in the amazing Colorado mountains.
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Leia Ursery
Leia Ursery is an experience attorney in the areas of estate and tax planning, estate and trust administration, protective proceedings, and related litigation. She enjoys working with families proactively to ensure that needs and expectations are met. Leia is a former Chair of the Colorado Bar Association - Trust and Estate Section and, in October 2017, she was elected as a Fellow of the American College of Trust and Estate Counsel (ACTEC). She serves as an adjunct professor at both the University of Denver Sturm College of Law (probate practicum) and the University of Colorado – Denver (estate and gift taxation).

Technology

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Danny Collins
Danny Collins is responsible for planning and overseeing the fieldwork on projects for private and publicly owned clients in a wide range of industries, including financial services, technology, consumer products,
industrial products, and health care. His thorough knowledge of organizational risks and internal controls, combined with a wide range of experiences, serves to help companies identify and address their risks. Danny serves as the Rocky Mountain regional leader for risk advisory services and specializes in addressing business and technology risks, System and Organization Controls (SOC) reports, internal audits, data analytics and reviewing IT general controls.
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David Carter
David is a technical lead with over 10 years of experience in IT security, compliance, infrastructure and risk management. He has led and executed cybersecurity and maturity assessments against industry frameworks, managed IT infrastructure and controls transformations, and provided recommendations for strategic and tactical security/compliance program enhancements. In addition, David serves as a lead subject matter professional in the Central Region for security governance, risk and compliance, assisting leading companies in the financial, energy and healthcare industries.
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Greg Reber
Greg has specialized in IT security consulting since 1995. As an early pioneer in the information security field, Greg was among the first to recognize and address the risks presented by consumer-facing applications. His expertise includes building effective risk management practices, developing information security programs, C-level security consulting for information security organizations, and merger and
acquisition security due diligence. His clients include financial services companies, retail service providers, and other Fortune 1000 companies. Prior to joining Moss Adams, Greg was founder and CEO of AsTech, a leading information security consulting firm, for more than 20 years. He began his career as an aerospace engineer and served as an international trade consultant in the aeronautical industry before shifting his focus to IT security.
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Joseph (Mark) Clark
Mark Clark is a Business Advisory Services cyber security consultant at RubinBrown. Mark has 14 years of information security experience involving assessment and accreditation, compliance, risk assurance, and system hardening. Mark has spent 11 years assessing and securing Department of Defense (DoD) systems and DoD contractor systems. Mark also spent three years managing a third party (3PAO) assessor department and assessing cloud service provider systems for FedRAMP authorization. Mark is a Certified Public Account (CPA), Certified Information System Security Professional (CISSP) and a Certified Ethical Hacker (CEH).
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Michael Parker
Michael has worked in the technology consulting industry for more than 25 years. He leads the enterprise systems consulting practice at Moss Adams where he provides consulting services related to enterprise resource planning, human capital management, client relationship management, and enterprise software to clients on a global and national basis. Prior to joining Moss Adams, Michael was a leader in the cloud solutions practice of a Big Four firm, where his responsibilities included customer success, practice management, and revenue attainment. He’s also held executive-level positions at CA Technologies, Newmerix, and PeopleSoft, where he focused on consulting management, customer success, and sales. Michael is a Certified Employee Benefits Specialist (CEBS). He has been published in Contact Professional agazine and has spoken at events for PeopleSoft, SAP, Workday, Gartner, and Oracle.

Management & Leadership

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Adams Price
Adams is a Managing Director of P&M Corporate Finance (PMCF) and has more than 30 years of professional experience in strategic planning and execution for mergers and acquisitions (M&A), transaction development and execution, profit and loss (P&L) management,consulting services delivery in strategic services, software selection and implementation,e-commerce strategy, selection, and implementation, and, management consulting. In addition, he has 17 years of direct experience in M&A transactions and capital formation transactions.

Prior to joining PMCF, Adams was the President of EKS&H Capital Advisors, LLC where he successfully led buy-side, sell-side, and strategic advisory projects for clients across industries, including software, business and financial services, energy, manufacturing and distribution, clean tech, and supply chain management. He is a member of the Association of Corporate Growth, the Colorado Technology Association, the Blackstone Entrepreneurs Network and serves on several non-profit boards. Adams speaks regularly on M&A topics.

Adams received his BSCS in Computer Science and Business at the University of Puget Sound, and earned his MBA from the University of Denver. He is a licensed securities representative, holding his Series 24, 63, and 79 registrations.
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Denise Probert
Denise Probert, CPA, CGMA, Director of Learning and Curriculum Strategy for Wiley Publishing responsible for all learning science and curriculum development for Wiley’s exam prep products. She previously served as Vice President of Kaplan’s Accounting Education products and has over 20 years’ experience as a tenured professor teaching accounting and finance at the university level. Denise has a Master of Professional Accountancy from the University of South Dakota and is a national and international speaker on technical accounting topics as well as on learning science, pedagogy, corporate culture, ethics education, and non-technical soft-skill topics.
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John Wallace
John is the Division Director for Robert Half Management Resources, the premier provider of senior-level finance, accounting, and business systems professionals to clients on a project and interim basis. Prior to joining Robert Half, John was a Director of Internal Audit for First Data Corporation and held risk management, audit, and compliance roles in other Fortune 500 companies and consulting firms, including Arthur Andersen and Protiviti. John holds degrees in Spanish and Finance from Emory University, as well as an MBA from Florida State University. Additionally, he is a Certified Internal Auditor and actively involved with Big Brothers Big Sisters of Colorado.
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Carey Benson
Carey Benson is a Sr. Staffing Executive for Accountemps Salaried Professional Services, provider of accounting and finance professionals on project and interim basis. With extensive background in recruiting and career coaching, Carey is passionate about helping individuals rewarding jobs while providing companies the talent to be successful. She received her BA in Psychology from Saint Mary’s University of Minnesota and MBA from the University of Denver where she also worked as an Assistant Director of Student Athlete Support Services. Carey is on the board for Kenzi’s Causes, an organization that provides low-income children in Colorado the resources and programs they need to thrive.

Finance

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John Jordan
John is a Principal Consultant with ERA, an International cost-management consultancy. ERA’s network of +700 consultants manage supply chain projects across 43 separate expense areas.

John joined ERA in 2009 with a particular advisory focus on middle market companies. John currently serves as President of the Denver Advisory Board, a 26-year old professional organization.

John completed the MBA program at the University of Denver.

Over his career, John has owned and developed through start up or acquisition eleven separate businesses.
John is happily married with three grown children and enjoys plenty of activities including sailing, hiking and fly fishing.
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Keith Davis
Keith Davis is a partner/shareholder in Davis Schilken, PC. He has been an attorney for more than 30 years and is licensed to practice law before the Colorado Supreme Court, United States Claims Court, and United States Tax Court. Keith Davis has served as an adjunct faculty member in the MBA programs at American University in Washington DC and the University of Colorado at Denver. Keith Davis concentrates his practice in the areas of wealth transfer and preservation. This includes general estate planning, sophisticated tax planning, charitable estate planning, asset protection planning, business exit planning, and business continuation planning.
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Michael Frie
Michael is a certified financial planner with 20 years of experience in the financial services industry. He specializes in risk mitigation/risk-adjusted growth strategies, identifying value opportunities, and performing long-term trend analysis. He loves working with clients to simplify the areas of their life they find challenging, and coming up with creative, unique strategies to help them create a solid foundation to achieve their life goals. A Colorado native, Michael has a strong philanthropic spirit and is passionate about the community. He is vice-chair of the Arvada Chamber of Commerce board of directors, chair of the Arvada Economic Development Association's retention committee, and served for six years on the board of trustees for Holy Family High School.
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Michelle Francis
Michelle is a financial advisor and the Marketing Director for PBSWM. She has found the best way to help someone is to learn their unique story to determine their most important life priorities, whether that be family, community, or career. She then educates clients on all their options in terms they can relate to, and offers non-judgemental life advice before making financial recommendations.
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