Course Description: 

Do you have a CPA? Do you need one? Join us for a Lunch & Learn covering how to choose a CPA. Hear from experienced professionals regarding when you need a CPA, best practices and advice on selecting a firm to provide audit and tax services. Bring your questions! Please feel free to submit your questions in advance via this Form.

Presented By: 

The Colorado Society of CPAs Nonprofit Working Group

Lori Anne Reinwald, CPA

Lori Anne Reinwald, CPA has been working with not-for-profit organizations since 1998. Her firm provides contract CFO and project-based accounting to various not-for-profits throughout Colorado. Before 2019, Lori Anne was a partner at Kundinger, Corder & Engle, PC working exclusively with not-for-profits with a focus on Single Audits, and employee benefit plan audits.

Lori Anne is on the Editorial Board and the Not-for-Profit Conference committee for the Colorado State Society of CPAs (COCPA). Additionally, she has taught classes on not-for-profit accounting and reporting for COCPA.

Nathan Oberle, CPA

Nathan is a CPA specializing in nonprofit financial reporting and compliance. He is currently the Director of Fiscal Services at Hilltop Community Resources. Prior to that, he worked in public- sector audit for a top-10 national accounting firm, as well as provided audit and tax services at a boutique firm in Denver, working with some of the biggest private foundations and public charities in the state. He has a bachelor’s degree in Anthropology from CU Boulder and an MBA – Finance from Missouri State University.

Bridget Kalicki, CPA

Bridget Kalicki is a Senior Associate of Audit/Attest Services. Bridget joined BiggsKofford in 2020, and since joining the team, she has served various types of entities, specializing in local governments and nonprofits, in both the audit and tax fields. Prior to joining BiggsKofford, Bridget worked as a tutor and teaching assistant for accounting courses.

Pricing: 

• Free for Members
• $50.00 - Non-members