OPEN MINUTES OF THE COLORADO STATE BOARD OF ACCOUNTANCY MEETING HELD AT COLORADO DEPARTMENT OF REGULATORY AGENCIES, SUITE 1250 A, ON WEDNESDAY, JANUARY 25, 2017 THIS MEETING WAS PUBLICLY NOTICED ACCORDING TO POLICY 80-17 OF THE DIVISION OF PROFESSIONS AND OCCUPATIONS
A. CALL TO ORDER: The scheduled meeting of the Colorado State Board of Accountancy was called to order by Christine Noel, Vice-Chair, at 9:02 a.m. The following individuals attended all or part of the meeting: BOARD MEMBERS:
Kristal Bernert, CPA – Chair, arrived at 9:08 AM Christine Noel, CPA – Vice Chair Cynthia Chung Aki, Public Member Garth Ferrell, Public Member Kurt Kofford, CPA Michael Kraehnke, CPA Judy Thomas, CPA
DIVISION STAFF PRESENT: Leanne Duffy, Program Director Chas Siler, Compliance Monitoring Specialist Melissa Garner, Office of Expedited Settlement OTHERS PRESENT:
Prasanthi Paritala, Assistant Attorney General
B. MISCELLANEOUS BUSINESS 1.
December 14, 2016 Meeting Minutes A motion was made, seconded, and carried to approve the minutes.
C. EXAM & LICENSING BUSINESS 1.
Individuals and Firms recommended for approval
Following review and consideration of the list of applicants, a motion was made, seconded, and carried unanimously to approve the list of CPA and firm applicants processed by NASBA. The list of approved applicants is attached and hereby incorporated into these minutes. 2.
Consideration of Applications for Certification
The Board considered each application individually. Following review and discussion, the Board voted to approve the following applicants: Aqeel-ur-Rehman, Muhammad Bunker, Savannah: Ms. Noel opposed. Erebia, Monica Eruwe, Anthony
Forey, Meghann Kunz, Cody LaBore, Trenton: Ms. Thomas opposed. Mazula, Eric Muniz, Jenna Torrez, Matthew Vander Dussen, Darren Williams, Megan Following review and discussion, the Board voted to deny the following applicants: Brent, Katherine: Mr. Ferrell and Mr. Kraehnke opposed. Rogers, Noelle Zhang, Keqiao The decisions are recorded in the Applicants’ files and the Board provided direction to division staff for follow-up with NASBA. 3.
Reconsideration of Applications for Certification
The Board considered each application individually. Following review and discussion, the Board voted to approve the following applicants: Edward, Avendt: Ms. Thomas opposed. Biemans, Danielle: Ms. Thomas opposed. Cook, Nathan Werther, Marcus Following review and discussion, the Board voted to table the following applicants: Bjella, Karly The decisions are recorded in the Applicants’ files and the Board provided direction to division staff for follow-up with NASBA. 4.
Reconsideration of Application for Certification Previously Tabled
Following review and discussion, the Board voted to approve the following applicant: Countryman, James The decision is recorded in the Applicant’s file and the Board provided direction to division staff for follow-up with NASBA. 5.
Consideration of Applications for Certification with Yes Answers
The Board considered each application individually. Following review and consideration, the Board voted to approve the following applicants: Diamond, Matthew: Mr. Ferrell, Mr. Kraehnke, and Ms. Noel opposed. Dobbs, Allison Malody, Michael: Mr. Ferrell recused and left the room during this discussion. The decisions are recorded in the Applicants’ files and the Board provided direction to division staff for follow-up with NASBA.
6.
Consideration of Application for Firm Registration with Potential Violation
Following review and discussion, the Board voted to deny the following applicant: Haugen & Co, PC The decision is recorded in the Applicant’s file and the Board provided direction to division staff for follow-up with NASBA. 7.
Consideration of Applications for Reinstatement
The Board considered each application individually. Following review and discussion, the Board voted to approve the following applicant: MacLeod, Douglas Following review and consideration, the Board voted to deny the following applicants: Parekh, Sameer Persaud, Basmati Thevara, Shirley Following review and consideration, the Board voted to conditionally approve the following applicant and to refer to Closed Session: Zoeller, David The decisions are recorded in the Applicants’ files and the Board provided direction to division staff for follow-up. 8.
Consideration of Applications for Reactivation
The Board considered each application individually. Following review and consideration, the Board voted to approve the following applicants: Bryne, Janet Sabo, Debra Following review and consideration, the Board voted to deny the following applicant: Fitch, Benjamin The decisions are recorded in the Applicants’ files and the Board provided direction to division staff for follow-up. 9.
Consideration of Application for Firm Reinstatement
Following review and consideration, the Board voted to deny the following applicant and to refer the Responsible Party to Closed Session: Bruce G. Brandle CPA PC The decision is recorded in the Applicant’s file and the Board provided direction to staff. 10.
Reconsideration of Application for Exam
Following review and consideration, the Board voted to approve the following applicant: Luton, Kristen: Ms. Noel recused and left the room during this discussion.
The decision is recorded in the Applicant’s file and the Board provided direction to staff.
D. BRIEFING & REVIEW 1.
Program Director Report
Ms. Duffy informed the Board that the rulemaking process will wait until a new Assistant Attorney General is assigned to the program and gave a brief explanation of Closed Session versus Executive Session. A discussion followed of the processes of the Board and of NASBA. The Board reviewed and discussed the Policies document, and consensus changed Policy 3004 from “oral and written” to “oral or written.” Authority was delegated to staff to reopen applications in this meeting and reevaluate the communication requirement under the new policy.
E. NEW BUSINESS There were no items in this section.
F. OLD BUSINESS 1.
William Pyle Annual Report #2
Following review and consideration, the Board voted to approve the annual report. 2.
Mark Carson: proposed CPE to fulfill stipulation requirement
Following review and consideration, the Board voted to deny the proposed CPE. 3.
David Fruh: proposed CPE to fulfill stipulation requirement
Following review and consideration, the Board voted to deny the proposed CPE.
G. ADJOURNMENT A motion was made, seconded and carried unanimously to adjourn the Open Session of the meeting at 1:20 pm.
Next Regularly Scheduled Meeting The next scheduled meeting of the Colorado State Board of Accountancy will be held on Wednesday, March 22, 2017 at 1560 Broadway, Suite 110 D, commencing at 9:00 a.m.
Approved By: __________________________________ Date: ________________
Recommended Approval List Board Meeting 01/25/17 License # 34366
Individual Applicant Afifa, Zayna
Rule Met
Approval
RP
34367
Alami, Dara
FT
IL
CHAPTER 5
NASBA
ME
2.5 & 4.2, 4.3.4.4
34368
Amberg, Kathryn
NASBA
RP
34369
Belhumeur, Kristi
RP
MN
CHAPTER 5
BSTAFF
RP
CHAPTER 5
34370
Bordwell, Theresa
BSTAFF
34371
Briefer, Matthew
RP
CA
CHAPTER 5
NASBA
RP
NY
CHAPTER 5
NASBA
34372
Bruehlman, Rachel
34373
Carmichael, Ali
FT
CT
2.5 & 4.2
NASBA
34374
Cesary, Peter
FT
CO
2.5 & 4.2
NASBA
RP
OR
CHAPTER 5
34375
Davis, Cody
NASBA
FT
CO
2.5 & 4.2
NASBA
34376
Durflinger, Kyle
RP
KS
CHAPTER 5
BSTAFF
34377
Fagen, Lawrence
RP
TX
CHAPTER 5
NASBA
34378
Finnegan, Brenden
RP
WA
CHAPTER 5
NASBA
34379
Goldfarb, Alexander
RP
MI
CHAPTER 5
NASBA
34380
Haberkorn, Maximilian
FT
CO
2.5 & 4.2
NASBA
34381
Hailey, Erin
RP
MO
CHAPTER 5
NASBA
34382
Hauser, Blair
RP
CA
CHAPTER 5
NASBA
34383
Hemm, Kaitlynn
FT
CO
2.5 & 4.2
NASBA
34384
Keen, Jonathan
RP
FL
CHAPTER 5
NASBA
34385
Kelly, Donovan
RP
AZ
CHAPTER 5
NASBA
34386
Lambert, Thomas
RP
CA
CHAPTER 5
NASBA
34387
LeClaire, Michael
FT
CO
2.5 & 4.2
NASBA
34388
Lunavat, Ashwini
FT
CO
2.5 & 4.2,4.3
NASBA
34389
MacBeth, Kevin
RP
FL
CHAPTER 5
NASBA
34390
Mann, Paula
RP
PA
CHAPTER 5
NASBA
34391
McClusky, Nicole
RP
TX
CHAPTER 5
BSTAFF
34392
Moore, Anthony
RP
WA
CHAPTER 5
NASBA
34393
Musick, Jared
RP
TX
CHAPTER 5
NASBA
34394
Myshatyn, Ingrid
RP
OR
CHAPTER 5
NASBA
34395
Nuernberger, David
RP
IA
CHAPTER 5
NASBA
34396
Orr, Pamela
RP
OK
CHAPTER 5
NASBA
34397
Ouzts, Chirstopher
RP
WY
CHAPTER 5
BSTAFF
34398
Pannell, Eric
RP
CA
CHAPTER 5
NASBA
34399
Parker, Alexander
RP
TX
CHAPTER 5
NASBA
34400
Parker, Kathryn
RP
TX
CHAPTER 5
NASBA
34401
Price, Kirsten
RP
AL
CHAPTER 5
NASBA
34402
Purfurst, Kaelyn
FT
CO
2.5 & 4.2
NASBA
34403
Rancourt, Michael
RP
CT
CHAPTER 5
NASBA
34404
Sanders, Andrew
RP
AR
CHAPTER 5
NASBA
34405
Scavarda, Kendall
FT
CO
2.5 & 4.2
NASBA
34406
Schafer, Patrick
RP
OK
CHAPTER 5
NASBA
34407
Schuster, Abigail
FT
CO
2.5 & 4.3
NASBA
34408
Segel, Elizabeth
RP
CA
CHAPTER 5
NASBA
34409
Steen, Erick
RP
CT
CHAPTER 5
NASBA
Recommended Approval List Board Meeting 01/25/17 License #
Individual Applicant
Rule Met
Approval
34410
Tarasevich, Peter
RP
TX
CHAPTER 5
NASBA
34411
Vogt, Erica
RP
FL
CHAPTER 5
BSTAFF
34412
Wilson, Dorothy
RP
NM
CHAPTER 5
NASBA
34413
Wolfe, Lindsay
RP
VA
CHAPTER 5
NASBA
34414
Zwirn, Leslie
FT
CO
2.5 & 4.2
NASBA
RP
Approval
Angela Elefsiades
NASBA
License #
Firm Applicant
5000289
Angela M. Elefsiades, CPA, LLC
5000290
Brigitte CPA, LLC
5000291
CJL CPA LLC
5000292
ColoCPA Services, PC
5000293
Colorado West Accounting, LLC
5000294
Daffin Financial, LLC
Grant Michael Daffin
NASBA
5000295
Danelle A Hall, CPA, LLC
Danelle A Hall
NASBA
5000296
Fianza, LLC
Joel Cowden
NASBA
5000297
Grisier, Bussey and Kaper CPAs, LLC
Thomas M Kaper
NASBA
5000298
Hogan, Thompson & Associates CPA P.C.
Carol A Thompson
NASBA
5000288
Hughes & Company, LLC
5000299
Ismail Accounting and Tax Solutions, LLC
Brigitte Brodski
NASBA
Cassandra J Lenfert
NASBA
Marlo Coates
NASBA
Mark K. Ashman
NASBA
William A Hughes
NASBA
Ismail Abdelrahaman
NASBA
5000300
James M Wallace, CPA, LLC
James Wallace
NASBA
5000301
John M Lieder, CPA LLC
John M Lieder
NASBA