14th Annual Rocky Mountain Non-Profit Conference - Meet the Speakers
|
Ann Hinkins, CPA | EKS&H LLLP
Ann is a partner with EKS&H, the largest Colorado-based CPA and advisory services firm. She leads the firm's nonprofit group and has been involved in public accounting since 1982. She provides audit and business advisory services to organizations including health and welfare, foundations, religious, education, cultural, healthcare, fundraising, and trade associations.
|
||||||
Scott Middleton, CFA, CIMA® | Innovest Portfolio Solutions, LLC Scott is a Principal, Senior Consultant and Innovest Director. Scott is the Director of Innovest's Investment Committee, which oversees the firm's investment research and due diligence process. He is also a member of the Capital Markets Research Group which assesses the economic and market outlook and oversees clients' asset allocation studies and portfolio construction. He has more than 25 years of experience in investment management, focusing on customized portfolio management and consulting for institutional clients. His clients include many charitable trusts and non-profit organizations. | ||||||
C. David Kikumoto, CEO | Denver Management Advisors, Inc. David is co-founder and Chief Executive Officer of Denver Management Advisors, Inc. David is recognized as one of the leading experts in healthcare financing in the western United States. He intuitively understands where claim payers likely have control weaknesses, the areas where the largest dollars are at stake, and the ways a carrier may conceal internal control weaknesses. He is a former CEO and Vice Chairman of Rocky Mountain Healthcare Corporation, the holding company of the Blue Cross and Blue Shield Plans in Colorado, New Mexico and Nevada. | ||||||
|
Lisa Meacham, CPA | EKS&H LLLP
Lisa is a partner with EKS&H. She has been involved in public accounting since 2000. She specializes in nonprofit organizations and privately held companies. Her expertise is in education, foundations, trade associations, A-133s and health and welfare organizations. She is a past Chair of The Work Options for Women Board and Treasurer for Colorado Nonprofit Association.
|
||||||
Dori Eggett, CPA | EKS&H LLLP Dori Eggett is a senior manager with EKS&H. She has been involved in public accounting since 1987. Her professional background includes extensive experience with tax planning and compliance for nonprofit organizations, as well as individuals, closely held business entities, partnerships, and trusts. She graduated from Brigham Young University with a Bachelor of Science in Accounting with an emphasis in Economics. Her professional affiliations include membership in the American Institute of Certified Public Accountants and the Colorado Society of Certified Public Accountants. She has written for the AICPA Tax Adviser and has been a presenter for the College and University Foundation Roundtable. She is active in the community serving on the Board of Directors for the Denver Post Community Foundation and the Finance Committee of the Colorado Nonprofit Association. | ||||||
Craig Choun, CPA | EKS&H LLLP | ||||||
Doug Price, President & CEO | Rocky Mountain PBS Doug Price became president and Chief Executive Officer of Rocky Mountain PBS in January 2009. Prior to that, Price had a highly successful career in banking with FirstBank Holding Company of Colorado. A 1978 graduate of the University of Colorado, he became president of the FirstBank of Boulder in 1982. Price was promoted to president of FirstBank of Denver in 1988 and retired in 1999 as president of FirstBank of Colorado, the lead bank in the then $4 billion FirstBank Holding Company. In 1995, Price became the founding chairman of Qualistar Early Learning, a nonprofit organization in Denver. Qualistar developed a standardized quality rating system for childcare facilities that is being emulated in more than 40 states. He continued to serve Qualistar until 2006. During this time, Price also served on the U.S. Treasury's Working Group on Childcare under the Clinton administration. He was also active with the University of Colorado's Student Leadership Institute for 20 years and currently sits on the Executive Committee of the French American Foundation, which is tasked with improving relations between France and the United States. In 2009, Price was appointed to the Board of Trustees of Colorado Mesa University in Grand Junction, Colorado, and elected to the board of directors of the Public Television Major Markets Group. Price earned his Bachelor of Science degree in Business Administration from the University of Colorado with magna cum laude honors and attended the Pacific Coast Banking School at the University of Washington. | ||||||
Laura Frank | Rocky Mountain PBS Laura is the executive director of I-News, the Rocky Mountain Investigative New Network. Laura is a Denver native who spent 20 years at newspapers, radio and public television around the country, specializing in in-depth reporting that requires data analysis and deep public records research. She has trained hundreds of journalists for more than a dozen media organizations, including the nations largest newspaper company (Gannett). Her work has been recognized in both broadcast and print, including a regional Emmy for documentary production in 1990 and as a top-finalist for the Pulitzer Prize in 2007 at the Rocky Mountain News. Laura started her first business at the age of 16 and began syndicating reports to radio and newspapers that same year. She is a Knight Fellow at the Center for Entrepreneurial Studies at the USC Marshall School of Business, and serves on the board of directors of the national Investigative New Network. | ||||||
Carlos Lando | Rocky Mountain PBS Carlos has over 40 years experience in radio. While still in high school, his first night on the air was January 13, 1968 on the Armed Forces Caribbean Network in Puerto Rico. In 1970 he was the week night host on WOUR in Utica, NY, one of the first FM “underground rock” stations in the country. By the late 70’s Carlos moved back to Puerto Rico where he produced and hosted a new show on WZAR called Jazz Where It’s Been and Where It’s At. During this time he met and interviewed many jazz artists, including Count Basie, Betty Carter and Dexter Gordon. Lando came to Denver in 1980 where he spent 5 years as Music and Program Director and mid-day host at the nationally recognized soul music station KDKO. Carlos worked a year for KBCO in Boulder before coming to KUVO in 1987. As Program Director he has helped establish KUVO as one of the most respected community based jazz stations in the country. He remains committed to airing culturally diverse programs with significant appeal to people in the Latino and African American communities. In 2012, Carlos was awarded a Five Points Jazz Festival Tribute Award for his contributions to jazz in Five Points and beyond. | ||||||
|
Rick Rodgers AIF®, AIFA®, Vice President | Innovest Portfolio Solutions
Rick is a Consultant, Vice President and Director at Innovest Portfolio Solutions. With more than 25-years of experience working as an educator and consultant to retirement plans, he offers clients a rich perspective of the firm's continual effort to improve the design and effectiveness of their defined contribution and defined benefit retirement plans. As a former professional musician, he brings a unique approach to participant and fiduciary education. His thoughts, ideas and successes concerning investment education, retirement planning practices and fiduciary due diligence have been presented to plan sponsors, employee benefits professionals and human resource organizations from coast to coast. |
||||||
Stuart Lark, Partner | Bryan Cave LLP For more than 15 years, Stuart Lark has helped non-profit clients navigate complex matters related to their distinct operational and legal challenges. Mr. Lark advises clients on legal structure, governance and personnel policies, joint ventures and affiliations, commercial activities, unrelated trade or business income tax, intellectual property, international structure, tax-exempt financing, private foundation rules, planned giving, and mergers and acquisitions. He has obtained many favorable IRS rulings and property and sales tax exemption determinations. In addition, Mr. Lark counsels many clients with respect to religious accommodations in the law. He has helped clients secure religious tax exemptions, faith-based employee rights, government benefits, and religious worker visas. | ||||||
Anna Lineberger | Bryan Cave LLP A member of the Private Client group, Anna concentrates her practice on estate planning, probate and trust administration, tax exempt organizations and charitable giving issues for private clients. Anna serves clients with issues related to living trusts, irrevocable gifting trusts, private family foundations, charitable lead and remainder trusts, tax exempt status 1023s, spousal access trusts, as well as Irrevocable Life Insurance Trusts (ILITs). She has regularly worked with individuals and families, small and mid-sized companies, non-profits and financial planners as well as real estate companies, including those served while with another Denver-area law firm. For business clients, Anna assists with planning issues, including formation and advising, drafting of foundational and other agreements, company trademarks, and general business advice. | ||||||
Ryan Sells, CPA | EKS&H LLLP |
