Responsible for continuously improving company performance metrics, performance against budget, and other matters bearing on operating effectiveness of the organization.

Maintain the Coalition's books and records and oversee organizational compliance, including tax returns and state filing. The Colorado Public Plan Coalition (CPPC) is a non-profit organization that provides employee benefits education to its members. CPPC is a forum for its members to exchange information and provides for the advancement of sound practices in the employee benefits field.

CPA with more than twelve years of experience providing audit and consulting services to a wide variety of for-profit businesses, including manufacturers, distributors, retailers, equipment dealers and plan sponsors of employee benefit plans. Manage the Colorado offices’ employee benefit plan audit practice, which entails reviewing audits of benefit plan financial statements and providing consulting services relating to compliance with U.S. Department of Labor (DOL) requirements and IRS… Show more CPA with more than twelve years of experience providing audit and consulting services to a wide variety of for-profit businesses, including manufacturers, distributors, retailers, equipment dealers and plan sponsors of employee benefit plans. Manage the Colorado offices’ employee benefit plan audit practice, which entails reviewing audits of benefit plan financial statements and providing consulting services relating to compliance with U.S. Department of Labor (DOL) requirements and IRS regulations. Experience includes defined benefit plans, defined contribution plans, employee stock ownership plans, governmental plans, 11-K filings, DOL notices, plan mergers and plan terminations.Specialties: Equipment dealers, manufacturers, distributors and retirement plans Show less