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

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